Our Process
We’re convinced that the most effective way to give you the highest chance of success is by truly understanding who you are.
We’re convinced that the most effective way to give you the highest chance of success is by truly understanding who you are.
Our approach begins with a detailed conversation about you and your family. Unlike many firms that jump straight into the numbers, we start by digging into your core values and aspirations. By understanding what truly matters to you, we lay a strong foundation for a plan that really works.
Our calculated four-step process helps us get to know your situation inside and out. This means our recommendations are thoughtful, well-researched, and always in your best interest. With our structured plan, you’ll be on your way to enjoying greater freedom and confidence with your finances.
This depends on the service model that you choose. With the Financial Coaching plan, you will pay a one-time charge for your financial plan and then a simple monthly fee for ongoing advice and regular check-ins. For Comprehensive Wealth Management, we charge a transparent fee that’s a percentage of the value of the investments we manage for you. This fee is debited directly from your managed account(s) monthly. We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources. There’s no additional charge for the tax and estate planning advice we provide.
Yes! Your CPA is excellent for accounting for what happened last year. Often, they don’t work on limiting your tax liability in the future.
At Babin Wealth, we help you look at the big picture and offer strategies to optimize your spending and saving for tax efficiencies. You (or your CPA) will still be responsible for filing your return.
When working with an independent financial advisor, it’s essential that they utilize a third-party custodian to safeguard your assets. In our pursuit of the best custodian for our clients, we are proud to partner with Altruist. Altruist is a modern custodian that provides the latest in financial technology. Their platform helps us work more efficiently and reduce costs, enabling us to provide you with the best service possible.