WEALTH COACHING
Money is a tool in the hands of its steward.
The values, goals, and mindset of the person should determine how the tool is used. The Alchemist Wealth process uses unique experiences to uncover your values, hopes, and fears to design a specialized plan for each client and provides the support, guidance, and accountability to achieve it.
We are all chasing freedom, and financial freedom is at the heart of this desire.
COACHING AND PLANNING PROCESS
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Introduction
Schedule a 30-min virtual call to learn a little about you, introduce Alchemist Wealth and our process to you, and see if it's a good fit.
Welcome Meeting
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Become an Alchemist Wealth Client
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Gain Access to Alchemist Wealth Portal
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Sign Client Agreement and Set Up Payment
Cash Flow
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Analyze how money flows in your life
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Align spending and saving with future goals
Investments & Retirement
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Introduce stock market investing principles
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Align investment accounts with goals and time horizon
Financial Plan & Wholistic Wealth Review
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Review progress on implementing financial plan
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Review overall wealth picture
Legacy & Estate Planning
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Access Legacy Goals
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Design a custom Estate Plan
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Map out executing Estate Plan
Discovery
60-min virtual meeting designed for us to discover your goals, vision, and current financial picture. A financial questionnaire will be complete before this meeting.
Money Mindset & Values
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Uncover your money mindset
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Determine your key values
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Understand how your past and desired future dictate your financial decisions
Financial Plan Presentation & Implementation
Present recommendations and financial action plan based on your unique money mindset, values, goals, and cash flow.
Risk Management
Assess risk management like life insurance, disability insurance, and property and casualty needs and recommend protection strategies
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Choose Your Own Adventure
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Building Additional Streams of Income
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Home Buying Process
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Maximizing Employee Benefits
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Teaching Your Kids About Money
Celebrate the Transformation!
FEE SCHEDULE
As a fee-only fiduciary firm, you pay one flat rate for all wealth coaching and planning advice. Fees are paid monthly through an ACH.
We also provide hourly or project-based advice for clients with unique needs.
Individuals
Starts at $4,800 annually ($400/monthly)
Set up fee $1,000 for new clients
Couples
Starts at $6,000 annually ($500 /monthly)
Set up fee $1,500 for new clients
Starts at $5,000 annually ($416 /monthly)
Set up fee $1,000 for new clients