Advanced Money Coaching and investment management

  *Financial Planning Fee and AUM is stated as an annual fee, but is charged quarterly (i.e. 0.25%/4 and Financial Planning Fee / 4)    **Portfolio Recommendations and/or Portfolio Management - this may include working with sub-advisors and outside investment managers such as First Ascent Ascent Management ($500 per account, $1,000 per household paid by the client) or XY Investment Solutions.  If client elects to utilize First Ascent Asset Management or XY Investment Solutions, the 0.25% IWPS Asset Management Fee will be waived.

*Financial Planning Fee and AUM is stated as an annual fee, but is charged quarterly (i.e. 0.25%/4 and Financial Planning Fee / 4)

**Portfolio Recommendations and/or Portfolio Management - this may include working with sub-advisors and outside investment managers such as First Ascent Ascent Management ($500 per account, $1,000 per household paid by the client) or XY Investment Solutions.  If client elects to utilize First Ascent Asset Management or XY Investment Solutions, the 0.25% IWPS Asset Management Fee will be waived.