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Are you ready to take control of your MONEY?

 Unleash your financial potential with services that empower

Investing your money gives it the opportunity to work as hard as you do. The reality is you can only have one day job. That’s why managing your investments is mine.

When you know your personal ideal strategy it allows you to rest easy, knowing the future of your wealth is on track. 

We curate a customized portfolio of investments that are in alignment with your goals, your dreams, and your desires for the future. 

Investing your money gives it the opportunity to work as hard as you do. The reality is you can only have one day job. That’s why managing your investments is mine.

When you know your personal ideal strategy it allows you to rest easy, knowing the future of your wealth is on track. We curate a customized portfolio of investments that are in alignment with your goals, your dreams, and your desires for the future.

INVESTMENT MANAGEMENT

Planning and taking action on your wealth strategy doesn’t have to be overwhelming. When you partner with the Wealth Collaborative, you will feel empowered throughout the process and be completed in just one day. 

Together we will work through every detail of your wealth strategy one step at a time, so that you can make informed decisions knowing that each step takes you closer to your dream life.

Our approach ensures that your wealth strategy continues to grow as you do. We will continuously adapt and adjust course as your life and your goals evolve. 

WEALTHY STRATEGY

You deserve to have a beautiful and abundant relationship with money. Your money should serve you by allowing you to live a life you love. That’s what you really want, isn’t it?

As we dive into your definition of wealth and opening up what it is you truly desire, these strategies support you to live it out in every way.  

You deserve to have a beautiful and abundant relationship with money. Your money should serve you by allowing you to live a life you love. That’s what you really want, isn’t it?

As we dive into your definition of wealth and opening up what it is you truly desire, these strategies support you to live it out in every way.  

ALL WITH GUIDANCE FROM A PERSONAL WEALTH STRATEGIST 

ALL WITH GUIDANCE FROM A PERSONAL WEALTH STRATEGIST 

WEALTH STRATEGY

Planning and taking action on your wealth strategy doesn’t have to be overwhelming. When you partner with the Wealth Collaborative, you will feel empowered throughout the process and be completed in just one day. 

Together we will work through every detail of your wealth strategy one step at a time, so that you can make informed decisions knowing that each step takes you closer to your dream life.

Our approach ensures that your wealth strategy continues to grow as you do. We will continuously adapt and adjust course as your life and your goals evolve. 

What to expect as a client

What to expect as a client

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I am just one email away and additional wealth strategy sessions are available upon request.

Life happens and circumstances change (sometimes overnight). My goal is to address your questions and concerns as they arise. You will now have a financial co-pilot in your back pocket.

In addition to your bi-annual strategy meetings, your plan will be monitored on a continuous basis to ensure that your money stays in alignment with your goals. 

As a client of The Wealth Collaborative, you will never have to navigate important financial decisions alone. What this means for you is certainty around your money as you live your life and grow your wealth. The real value is having confidence that you can stay on track no matter your circumstances.

All clients begin with a wealth strategy day

The investment for a Wealth Strategy day is $4,000

For ongoing wealth strategy and investment management, please contact Hannah for a custom quote.

START WITH A WEALTH STRATEGY DAY

the Investment

Still Have Questions?

What topics are covered with wealth strategy?

We will take a holistic approach to your wealth strategy, incorporating every single detail of your life. We will plan for the goals you are currently working on and the goals you are working towards. This may look like buying a home, purchasing investment properties, investing for retirement or your children’s education, assessing your insurance needs, charitable gifting, or reviewing your estate plan. Maybe you are going through a divorce, receiving an inheritance, selling or expanding your business. Every situation is unique. We will cover it all.

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Where will you invest my money?

At The Wealth Collaborative, we hold all accounts at Charles Schwab. Each and every client will have a portfolio of investments built to suit your specific needs. If you have questions about our investment strategy, you are welcome to book a Wealth Collaboration call to learn more.

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I/my spouse/partner works a 9-5 without a very flexible schedule. Can you accommodate evening or weekend appointments?

I understand. I, too, value managing my time well. Accommodations can be discussed upon request, but please know that evening and weekend availability is extremely limited. We do offer VIP days on certain government holidays (Martin Luther King Day, President’s Day, Juneteenth, Columbus Day, Veteran’s Day) to accommodate those that may have these days off. We book up to 6 months in advance, so if a VIP day has been on your radar, I encourage you to lock in your day ASAP!

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I am currently working with a financial advisor, but they do not provide these services. Is it possible to have two advisors?

The short answer is yes. However, it is more beneficial to have a strong relationship with one advisor. If your current advisor is not able to provide you with holistic financial planning, they likely are not able to give you the best advice possible. Some financial advisors only handle investment management. So if you are not having conversations with them about your entire financial picture, your goals, dreams, and timeline, there’s no way they can make the best recommendations for your investment accounts. 

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If I can no longer make my VIP day, can I reschedule?

Yes, we offer one reschedule date based on availability. Please note that we book VIP days up to 6 months in advance, so please do your best to make it to your original date and time as you could have a significant wait time for rescheduling.

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Do you offer payment plans for the VIP day?

A $500 non-refundable deposit is due at the initial time of booking. Your remaining balance, $3,500, is due one week before your scheduled VIP day. If you are booking in advance and would like to pay more than $500 for your deposit to split the cost over two payments, you certainly can. 

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Are you a fiduciary?

Yes! As a fiduciary, I am legally required and obligated to put clients’ interests above my own. Being a trustworthy resource for my clients is my #1 priority.

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Is my financial information safe with you?

Your financial security is a responsibility I take very seriously. All information shared with me is strictly confidential. The software and client portals we use for planning and data storing purposes also take security very seriously. Most sites require two-factor authorization at login.

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