Helping You Navigate Your Financial Future
New to Baldwin Financial Advisors?
Introductory Meeting
Start by filling out our Client Fact Finder so we can reach out to schedule a complimentary Introductory Meeting with our team. In this first meeting, we will work with you to discover all relevant information so we can begin to plan for your financial success. This first step is for you to assess our practice and make sure it is a right fit for you. This meeting is typically 1 hour or less.
Plan Delivery
After your complimentary Introductory Meeting, if you choose to move forward, you will be sent a Menu of Services and Client Engagement Agreement detailing your fee. Once we receive your signed Agreement, in addition to a small, non-refundable initial fee, we will schedule your Initial Plan Delivery Meeting. Within this meeting, Baldwin Financial Advisors will present and review your Comprehensive Holistic Financial Plan. This will include details and strategies for Savings, Income Forecasting, Investment Efficiency & Optimization, and Protections. This meeting is typically 2 hours long. Initial planning fees generally range from $600 up to $7,200 for our most complex client situations.
Already a client with Baldwin Financial Advisors?
Plan Update
As an existing client of Baldwin Financial Advisors, we recommend annual Comprehensive Plan Updates to go over your financial plan, in order to strategize and stay on track. This meeting will review details and recommendations on Savings, Income Forecasting, Investment Efficiency & Optimization, and Protections. This meeting is typically 2 hours long. Existing client fees are based on your investment total as an indicator of complexity and time. Please reach out to us for a copy of our current tiered fee schedule. We reserve the right to discount fees when appropriate.
Need to discuss something that has come up between meetings?
Schedule your Other/Additional Meeting. If you have any questions or need to discuss implementation or action items from your plan, please feel free to book your brief meeting on our calendar. You may also reach out to schedule this meeting by email or phone. We are here for you!
