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WEALTH COACHING

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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

Start Here

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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.

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Welcome Meeting

  • Become an Alchemist Wealth Client

  • Gain Access to Alchemist Wealth Portal

  • Sign Client Agreement and Set Up Payment

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Cash Flow

  • Analyze how money flows in your life

  • Align spending and saving with future goals

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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.

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Money Mindset & Values

  • Uncover your money mindset

  • Determine your key values

  • Understand how your past and desired future dictate your financial decisions

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Financial Plan Presentation & Implementation

Present recommendations and financial action plan based on your unique money mindset, values, goals, and cash flow.

Continual Wealth Planning Experience

Once we have delivered your customized financial plan we will work with you to execute your plan. We also know that your goals, income, and situation are bound to change. For that reason, we set up quarterly meetings to recalibrate your plan and make the necessary adjustments. These meetings include:

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  • Goals and Cash Flow

  • Financial Review

  • Wholistic Coaching

  • Tax Planning

  • Retirement Income Planning

  • Charitable Giving

  • Estate Plan Design

  • College Funding

  • Insurance Planning

  • Home Buying Process

FEE SCHEDULE

As a fee-only fiduciary firm, you pay one flat annual rate for all wealth coaching and planning advice.  Fees are paid monthly or quarterly through an ACH.

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Year 1

Starts at $5,000 annually 

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(25% upfront deposit)  

Year 2 & Beyond

Starts at $3,000 annually 

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Starts at $5,000 annually ($416 /monthly)

Set up fee $1,000 for new clients

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