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
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.
Become an Alchemist Wealth Client
Gain Access to Alchemist Wealth Portal
Sign Client Agreement and Set Up Payment
Analyze how money flows in your life
Align spending and saving with future goals
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
Uncover your money mindset
Determine your key values
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.
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:
Goals and Cash Flow
Retirement Income Planning
Estate Plan Design
Home Buying Process
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.
Starts at $6,000 annually
(25% upfront deposit)
Year 2 & Beyond
Starts at $3,000 annually
Starts at $5,000 annually ($416 /monthly)
Set up fee $1,000 for new clients