Your future starts with a solid financial plan. We will help you identify your goals, find the best road(s) for you to take, provide you with the best tools and resources available, and estimate how long it will take to reach your goals. We have a variety of different offerings to meet your unique financial situation, whether you are single or part of a couple, married or unmarried, or newly single through divorce or widowhood.
At Urban Wealth Management, our services have been designed to meet the needs of busy professional women and men. Our team of Certified Financial Planners™ is made up entirely of women, including women of color, and we specialize in working with women of all ages and at all stages of life—as well as their partners, families, dependents, and loved ones. Our firm is based in Los Angeles County, with clients all over the United States.
Our Essential “Get-in-Gear” financial planning package is a perfect fit for people who are just starting to build out their financial lives. In one-on-one sessions, we'll discuss a variety of financial and lifestyle question to help you identify, prioritize, and understand financial factors that could have a big impact on your future well-being.
Life is fluid, and your financial plans should be, too. To help us understand your unique financial situation, our package includes consultations and coaching over a year. (Not just one-and-done!) Our fee platform is flexible, with three different payment schedules: up-front with a 10% discount or in monthly payments spread out over six or twelve months.
The Essential GIG financial planning package includes:
- A Personal Financial Dashboard—an interactive digital tool for real-time tracking of your financial goals
- Personal Financial Reports (Cash Flow, Balance Sheet, and Net Worth)
- Employee Benefits and Insurance Review
- Employer Retirement Plan Review
- Portfolio and Investment Review
- Life and Estate Planning Review
- Access to our vetted network of financial professionals
Our Deluxe “Get-in-Gear” financial planning package is designed to provide customized comprehensive financial planning services for higher-net-worth women and men, couples, and families. In addition to all the services in the Essential package, the Deluxe GIG includes a personalized spending plan, credit review, and Social Security and Medicare planning. You'll receive the following services tailored to your situation:
- Investment Policy Statement (IPS)
- Insurance Risk Management Review
- Portfolio Risk Review
- Investment Review
- Tax Planning
- Life & Estate Planning Review
- Basic College Planning
- Retirement Planning & Withdrawal Strategies
- Stock Options Planning
- Personal (Home) Real Estate Review
Like the Essential package, the Deluxe financial planning package includes consultations and coaching for up to 12 months. We can meet up 10 times a year, depending on your needs. Fees are based on portfolio worth and/or complexity.
The Elite “Get-in-Gear” financial planning package provides affluent individuals and their families the guidance they need to navigate taxes, insurance, and multigenerational estate planning. Whether you are a business owner, have inherited assets, or have saved and invested well over time, this program can help you make smarter decisions to support your dreams and your loved ones. In addition to all of the services included in the Essential and Deluxe packages, the Elite package offers the following services as they apply to your individual circumstances:
- Coordination with Tax Planning Professionals
- Advising on Family and Elderly Parents Caregiving
- Business Financial Planning Review
- Investment Real Estate Review
- Charitable Giving Strategies
- Multigenerational Planning
- College Planning
- Business Insurance
- Divorce Planning
- Consultation on Other Special Needs
Elite planning clients also qualify for a 25% discount on financial planning packages for members of their family.
Our Check-in Planning package is appropriate for people who have reached a point of stability in their comprehensive financial planning and are in a “holding pattern” until their situation changes. This is perfect for career women whose circumstances are stable, and who want to keep their finances on “autopilot” and check in periodically. This pared-down service offering provides:
- Updated Personal Financial Reports
- Employee Benefits Review
- Retirement Planning Review
- Reviews for changes in family and/or job status
- Consultation related to specific situations
Urban Wealth Management provides financial planning and asset management services to all kinds of people at all ages and life stages. We are especially attuned to the unique financial needs of women, and our services were created with the special planning needs of women in mind. Our office is located in Los Angeles, California—just a short 15-minute drive south of Los Angeles International Airport—in the City of El Segundo.
Ready to get started? Or want to know more? Contact us a complimentary 30-minute chat to discuss where you are now financially and where you want to go.