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. Clients may also choose up to two additional consultative services or planning areas, such as

  • Family financial education
  • Education planning
  • Retirement income and withdrawal strategies
  • Family caregiving
  • Debt management strategies
  • Charitable giving options
  • Stock options strategies
  • Tax planning and coordination
  • Business planning
  • Real estate review

 
As planners, we act as your quarterback and work with your team of professionals — such as attorneys, business managers, and tax advisors — to ensure that our strategic plans coordinate with theirs. Like the Essential GIG, the Deluxe GIG includes consultations and coaching for up to 12 months. Fees are based on the worth and/or complexity.

 
THE ANNUAL CHECK-IN GIG
 

The Annual 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
 
THE SHORT-TERM GIG
 

Have a financial question? Want a consultation about a specific situation? We can help. Contact us about hourly consultation rates.

 
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.