Our Approach
Multiple advisors, such as accountants, investment managers, and lawyers, can sometimes provide valuable, but conflicting advice. Since each professional focuses on their own area of expertise, it’s easy to lose sight of the bigger picture.
Our comprehensive financial planning expertise enables us to facilitate a collaborative team approach to achieving your financial goals. This ensures every decision, whether tax, investment, or estate, aligns with your overall strategy.
Our unique process is divided into four distinct stages.
1. Financial Assessment
We start with a Financial Assessment. Once you share the relevant documents and information, we conduct a thorough assessment of your financial situation. Through our analysis and discussions with you, we identify your strengths, opportunities, and priorities to help you create a powerful vision of the future. While it does not result in a financial plan, it establishes the foundation for an ongoing relationship with Stewart & Kett. The fixed fee for this initial step is $2,500 – $5,000.
2. Financial Planning Engagement
Next, working closely with you and your advisory team, we provide a financial planning engagement that outlines the services and strategies best suited to your unique needs. The Financial Assessment allows us to provide a fixed-fee proposal for the initial and subsequent years, giving you control over the timing, content, and cost of the services you choose. Our minimum annual retainer for the first year is $10,000.
3. Implementation Management
The power of your financial plan lies in its implementation. In the third stage, we collaborate with you and your broader advisory team to bring your financial plan to life, ensuring each detail is correctly executed while keeping you continuously informed.
4. Ongoing Financial Management and Oversight
Managing your wealth requires consistent attention and effort. In the fourth stage, we offer ongoing financial management and oversight, keeping your finances up-to-date and coordinating your advisory team. This approach ensures you receive the benefits of your chosen strategies and that your financial plan adapts as your circumstances change. Our minimum annual retainer after the first two years is $6,000.
Using our integrated approach, we collaborate with you and your advisory team to help simplify your finances. With our dedicated support, your affairs stay cohesive, even as your circumstances change.
Ready to see if Stewart & Kett is the right fit for you? Contact us today.