Realm Roadmap
How to get started and work together
Connect & Get Started
Our Realm Roadmap is designed to set you up for success from the very beginning.
We meet multiple times during the set up phase to ensure that our partnership will be an ideal fit for the life and finances you are building. Each step of this process below is tailored to help you achieve your vision.
Connect
Meeting 1
Let's get to know each other! Share goals, values, & needs while learning about my approach & services. Leave with clarity on next steps, gaining confidence about moving forward with Realm.
Vision Mapping
Meeting 2
We’ll dive deeper into your financial priorities, uncover what’s driving your decisions, & share high level solutions. We'll also review our fee-only model, fees, & answer any outstanding questions.
Reflect & Decide
Pause. Ponder. Proceed.
Take time to reflect on our conversations & decide if you’re ready to officially move forward in a partnership. This is your opportunity to ensure my approach aligns with your goals & values.
Move Forward
Start building together!
From here, we’ll begin building your personalized Realm Roadmap, turning your vision into actionable steps and creating a plan that empowers you to live aligned and abundant.
Start here!
Here's how we move forward together!
Strategize & Take Action
Once we commit to working together, we’ll dive deep into your big-picture vision, breaking it down into actionable steps. We'll meet several more times over the next 8 weeks or so to carefully craft a plan that provides next steps, hope, & momentum - helping you reach your goals with confidence.
Get Organized
Meeting 3
Now we really get down to the details. We’ll gather and organize any relevant financial information (I'll tell you what to bring!), walk through your current accounts, & ensure that everything is structured to set you up for success.
Evaluate & Explore
Meeting 4
We begin to explore what’s possible. We’ll analyze your current financial picture, evaluate different scenarios, & uncover opportunities to align your resources with your goals - helping you move closer to the life you envision.
Action Plan
Meeting 5
This is the time that strategy turns into action. Using your personalized financial plan, we'll prioritize the top one or two most impactful actions to create immediate momentum, while anchoring every decision to your deeper values.
Adjust & Adapt
3 meetings per year
We’ll continue to implement the action plan, adjusting strategies to keep you on track. Regular check-ins allow us to evaluate your progress, address any changes, and make sure you’re moving toward your goals and life vision.
Realm's Yearly Meetings Calendar
Adjust & Adapt
(Yearly Meetings Calendar)
Ongoing service with Realm consists of three strategic meetings each year. These meetings (and the ongoing support you'll receive throughout the year) are designed to keep you moving forward with clarity & purpose.
JAN - MAR
Tax & Cash Flow Planning Meeting
Vision Setting for the Year
(Set a clear vision for goals & habits)
Cash Flow Review
(Review current budget processes)
Budget Adjustments
(Update budget with goals & vision)
Tax Strategy Planning
(Review, plan, coordinate to reduce surprises)
Estate Plan Follow Up
(Review/update estate plans)
APRIL - JUNE
Annual Review & Investments Meeting
Annual Review
(Review wins & improvements)
Accountability Check-In
(Check-in & stay on track)
Goal (re-)Calibrations
(Adjust & refine goals)
Business Goals & Plans
(Adjust goals & strategize next steps)
Investments Review
(Evaluate your current strategy & performance)
OCT - DEC
Insurance &
Opportunities Meeting
Insurance Review
(Ensure continued adequate coverage)
Employee Benefits Review
(Make sure you're maximizing value)
Roth Conversions Analysis
(Assess & educate on if this is best for you)
Charitable Giving
(Strategize to maximize impact of giving)
Retirement Account Funds
(Review contributions to stay on track)
YEAR ROUND
Ongoing Support
Ongoing Troubleshooting Support
(Support for any challenges or issues that arise)
Accountability for Time & Finances
(Stay focused on your goals with actionable feedback)
Tax Loss Harvesting Opportunities
(As necessary & applicable for non-qualified accounts)
Unlimited Email & Phone Support
(Answers & guidance whenever you need it)
Financial Planning Technology
(Visualize progress, track goals, & make informed decisions)
Blog & Educational Content
(Empowering posts that are relevant for ongoing improvement)
Fees
Financial planning is a dynamic process designed to adapt to your evolving life. By co-creating a plan with Realm, you’re not only gaining access to expert financial guidance but a trusted partner to help you navigate complex financial decisions, stay accountable to your goals, and make adjustments as your priorities and life shifts.
Initial
Planning Fee
$500
(one time)
(Creation of your personalized financial plan)
Ongoing
Planning Fees
$210–$375/month or $630–$1,125/quarter
(Based on your needs & the complexity of your situation)
Investment Management Fees
Flat fee based on assets under management ranging from 0.15% to 0.40% annually.
(Optional service - exclusively for Ongoing Clients)
