What is SimpleWealth?
SimpleWealth is a brand new financial planning concept available to assist you in taking control of your financial life. It is meant to complement the Pillar Wealth investment philosophy. We believe that your investment success is based upon four basic pillars:
- Duration
- Determination
- Diversify
- Discipline
Clients who subscribe to SimpleWealth will receive:
- one annual financial planning meeting
- access to on-demand financial education
- a digital vault
- access to financial planning software to encompass: budgeting/spending, balance sheet, net worth statement, financial organizer, investment summary, allocation and analysis, and goals based planning.
- Quarterly emailed newsletter.
- Optional life insurance consultation.
Cost: Initial payment of $275.00 followed by monthly subscription charge of $35.00.