Personal Financial Planning
Custom strategies to help you
grow your net worth and live your best life
Unique challenges. Unique opportunities. Life happens, and sometimes it happens fast.
Personal financial planning can help you prepare for the inevitable curveballs that life throws at you. Planning now means optimizing the decisions that you make with your money in ways that can make your life better–both today and in the future.
At CONA Wealth we work with proactive, forward-thinking people who value expert advice and peace of mind.
Let’s Define Your Financial Goals
They say a picture is worth a thousand words. We agree. We start by creating a visual experience that displays your household: who is important to you, what resources will be available – both now and in the future – to use towards your financial goals. The Asset-Map process can help us make more informed decisions about your future.
Personal Wealth Management Services
Our comprehensive wealth management services are designed to help you optimize every part of your financial life.
Service Features
CONA Advanced Planning Experience
We believe in a dynamic, client-centered approach to financial planning with a strong focus on client involvement throughout the planning process.
CONA Asset Management Platform
We believe the best investment management process should be evidence-based, accessible, and transparent. Our investment philosophy is built around these values.
Pricing
New clients pay an initial strategy fee which includes a completed Asset-Map, a detailed financial plan covering five major areas of financial planning, a real-time financial dashboard, and an executive summary complete with recommendations and actions items.
For clients that choose to continue with us on their journey to financial prosperity, we charge ongoing service fees based on a combination of financial planning and investment management fees.
Click below for the details.