Your Journey
50,000
The Personal Insight Meeting
40,000
Blueprint Meeting
In the blueprint meeting, we review our values and goals conversation and gather essential facts to create a comprehensive picture of your financial portfolio. This crucial step equips us with important information to complete a blueprint fact finder, laying the groundwork for your financial plan.
30,000
The Strategy Meeting
With a comprehensive analysis in hand, we gather for the strategy meeting, which typically lasts 90 minutes. Here, we present various planning options and engage in a collaborative discussion to identify the strategy that aligns best with your financial goals. We provide you with a clear visualization of each option’s cash flow implications, empowering you to make informed decisions.
20,000
Solutions Meeting
After ample time for review, we convene to discuss our recommendations. Together, we determine the investment strategy that will propel you towards achieving your financial dreams. This meeting generally lasts about one hour.
*annual fee due
10,000
Implementation & Statement Reading Meeting
At this stage, we focus on completing all necessary paperwork to put your selected strategy into action. We establish online access for your accounts and thoroughly review your initial account statements, ensuring a smooth transition towards your financial goals.
Ground Level
Ongoing Partnership
As your relationship with us continues, we meet regularly throughout the year for standard of care meetings. During these sessions, we review your financial plan, ensuring it aligns with your evolving goals. Depending on the life stage you and your loved ones are in, discussion topics will vary. This commitment to care extends throughout your journey, before and through retirement.
OUR PROCESS FOR GENERAL MOTORS EMPLOYEES
Together we make better decisions.
Your career path has prove you can handle more than the average person, but why do it on your own when you can collaborate with an experienced fiduciary?
We’ve been assisting employees with their retirement decisions since our inception applying a clear, logical perspective to each individual’s investment decisions. You dictate the pacing of your planning while we reveal strategies within your 401(k) you didn’t even know existed.
Investigate the possibility of working with your own fiduciary partner.
GENERAL MOTORS EMPLOYEES
REGISTER FOR A GENERAL MOTORS WEBINAR TODAY
- The use of Roth in a six-figure retirement
- Marching Asset Allocation directly to your retirement plan
- Collaborative approach to your decisions
- How to plan to spend more time while young in retirement
- An opportunity to ask qeustions of a fiduciary
Webinar is neither sponsored nor endorsed by General Motors sponsored by 30,000Ft. Wealth Management Advisory Services.
GENERAL MOTORS EMPLOYEES
CLARITY.
PRECISION.
COLLABORATION.
Learn why so many choose 30,000 Ft. Wealth Management as their premier financial advisory partner.
Come challenge us with your toughest questions. Specifically taking into account your exact challenges, our aim is to broaden your perspective. You will leave with a greater understanding of the possibilities your future holds.
- The use of Roth in a six-figure retirement
- Marching Asset Allocation directly to your retirement plan
- Collaborative approach to your decisions
- How to plan to spend more time while young in retirement
- An opportunity to ask qeustions of a fiduciary
Webinar is neither sponsored nor endorsed by General Motors sponsored by 30,000Ft. Wealth Management Advisory Services.
Testimonials
What Our Clients Are Saying
I can’t say enough good things about working with Jeff at 30,000 ft Wealth Management. Jeff has been my trusted financial advisor for the last decade. Over the years, Jeff always looked out for my best interests and helped me feel empowered, informed, and confident in my investment and planning decisions.
Jeff took the time to understand my life goals, risk tolerance, and family situation in order to provide advice tailored specifically to my needs.
He proactively shares market insights, recommends smart adjustments, and ensures I understand all my options. I am on track to meet my long-term goals thanks to Jeff’s caring approach. I highly recommend Jeff and 30,000 ft Wealth Management to anyone looking for knowledge, integrity and results from their advisor.
– GM Employee
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.