Financial Planning

Get Your Financial Life in Gear
 

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 situation.

 
THE ESSENTIAL GIG
 

Our Essential GIG (Get-in-Gear) platform is a perfect fit for those in the beginning stages of building out their financial life. We help you identify, prioritize, and understand key financial elements that could have a major impact on your future financial well-being. During these one-on-one sessions, we cover a variety of financial and lifestyle issues.

We realize that life is fluid, and we believe your financial plan should be, too. To help us understand your unique financial situation, our retainer includes consultations and coaching for up to 12 months. Our fee platform is flexible and offers three different payment schedules: up-front with a 10% discount, or in monthly payments spread out over six or twelve months.

The Essential GIG includes all of the following reports and services:

  • 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

 


 
 

THE DELUXE GIG
 

The Deluxe GIG Platform provides customized comprehensive financial planning services for higher-net-worth individuals and couples. In addition to all of the Essential GIG services, the Deluxe GIG includes a personalized spending plan, credit review, and Social Security & 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 GIG, the Deluxe GIG provides consultations and coaching for up to 12 months, including 8 to 10 meetings depending on your needs. Fees are based on portfolio worth and/or complexity.

 
THE ELITE GIG
 

The Elite GIG is designed to provide affluent individuals and families the guidance they need about taxes, insurance and multi-generational estate planning. Whether you're a business owner, have inherited assets, or have just saved and invested well over time, this program aims to help you make smarter decisions to support your dreams and family. In addition to all of the services included in the Essential GIG and Deluxe GIG, you get the following services as they apply to your circumstances:

  • Coordination with Tax Planning Professionals
  • Advising on Family 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

 
In addition, Elite GIG clients qualify for a 25% discount on other GIG programs for members of their family.

 
THE CHECK-IN GIG
 

The Check-in GIG is designed for clients who have completed their comprehensive planning and are in a “holding pattern” until their situation changes, but who still want to check in periodically and maintain access to their Personal Financial Dashboard. Here’s what you get:

  • Updated Personal Financial Reports
  • Employee Benefits Review
  • Retirement Planning Review
  • Reviews for changes in family and/or job status
  • Consultation related to specific situations

 
Financial Planning in Los Angeles, or Wherever You Are
 

Urban Wealth Management provides financial planning and asset management services to individuals and couples at all ages and life stages. As professional women, we’re especially attuned to the unique financial needs of women, and we specialize in financial planning services for women. Our office is located in El Segundo, California, a short 15-minute drive south of Los Angeles International Airport. Want to know more? Click here for a complimentary 30-minute chat.