Start With a Discovery Call
If your family is doing well financially and wants help coordinating your financial plan and investments, schedule a discovery call to see if Motif Planning is the right fit.
The call is 15 minutes over Zoom. No prep required.
We’ll talk about your family, income, career, taxes, investments, benefits, and what made you reach out.
Step 1: Check the fit
Motif Planning is usually the best fit for dual income families in their 30s and 40s who:
- Earn $350k+ as a household
- Have accumulated meaningful savings and investments
- Have kids or plan to
- Want ongoing financial planning and investment management
- Have decisions involving taxes, equity comp, benefits, insurance, college, estate planning, or other family goals
Ongoing financial planning and investment management is $10,000 per year. The fee is flat and does not increase based on the amount of investments we manage.
If that sounds close, schedule a call.
Step 2: Schedule your discovery call
During the call, we’ll talk through:
- What prompted you to reach out
- What you’re already doing well
- What financial decisions are coming up
- What you would like to delegate
- What you want life to look like over the next few years
- How Motif Planning works
Step 3: Review the details
Before or after the call, you can review:
- How the Motif process works
- Pricing
- Investment philosophy
- FAQ
Everyone learns differently, so I’ve included a few options:
- Watch a short video introduction to Motif Planning (<8 minutes)
- Read about the value of working with us (4 minutes)
- Browse this document detailing what working together looks like (7 minutes)
These resources will answer common questions like:
- What does financial planning actually include?
- How does investment management work?
- What are your qualifications?
- How are you compensated?
- How often will we meet?
Step 4: Decide
If it feels like a fit, we’ll send the agreement and schedule your onboarding.
If it does not, I’ll point you in a better direction when I can.
What to expect from working with Motif Planning
This video answers common questions about the ongoing relationship:
- What does financial planning include?
- How does investment management work?
- What are your qualifications?
- How are you compensated?
- What is your investment philosophy?
- How often will we meet?
- What does ongoing planning look like?