Wealth Management Services

Unleashed Financial LLC is a wealth management firm combining investment management and financial planning in one convenient package.

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Comprehensive Financial Plan

We start our relationship by establishing a financial plan. The financial planning process is simply a tool to help you identify today's financial situation; it’s not the end. Whatever is urgent for you is always the most important thing.

Our initial work takes three to six months, though it can take as long as you need. During this time, we will help you get organized and develop an implementation plan.  Once we finish the comprehensive planning work, we move into ongoing service.

Ongoing Financial Planning

After the hard work, we start monitoring and adjusting.  Life happens, goals are met, and priorities change.  Annually we'll make adjustments as your plan becomes a reality.  Additionally, we'll meet on your schedule as many times as needed.  The goal is to be available when you have financial decisions to make.


ongoing financial planning includes implementation and getting things done

Common implementation and ongoing services include:

  • Investment planning
  • Cash flow planning
  • Identifying and prioritizing goals
  • Life insurance needs and coverage
  • Estate Planning Review
  • Maximizing employer benefits
  • Education Planning
  • Retirement Planning

Wealth Management

Investment Management and Financial Planning

Fees start at $5,000/year for a single person and $7,500/year for a couple based on managed assets.


Managed Assets Annual Fee
$0-$1,000,000 1.00%
$1,000,001-$2,000,000 0.90%
$2,000,001-$4,000,000 0.50%
>$4,000,001 0.25%

wealth management dashboards

Hourly Financial Planning Services

In addition to wealth management, Unleashed Financial also provides hourly-based services such as cash flow analysis, budgeting, and life-based event planning.

Hourly-Based Planning

$300/Hour 5-hour Minimum Examples Include:

  • Cash flow analysis *Budgeting
  • Insurance review
  • Risk management

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advisor working on a financial planning project