We are often asked about our ideal client. We think the question, in part, stems from a fear of what costs may possibly be involved. There is a common misconception out there that financial planning is something reserved solely for the wealthy, but that is not the case here at Grace Lane.
Our fee structure has been specifically set up to provide financial services to people at various income levels. We offer both a fee-only option, and fee-based for assets under management. So there is something here for everyone. And to make our services even more accessible, our planning fee can be paid monthly, quarterly, semi-annually, or annually.
More important to us than the money, is your perspective about the planning. We work with individuals or families who are excited about having a plan, look to us for ideas, and are motivated to follow the prescription. It is so rewarding and enjoyable for us to team up with folks like that.
Who we do our best work with
Most of our clients are normal, hard-working people who are looking for long-term help and accountability. They are either in or nearing retirement and need guidance in distribution planning, or are individuals or families still in the accumulation phase with good financial habits and cash flow.
Our clients are receptive to professional advice and serious about financial success. They are trustworthy, reputable, ethical people wanting to get honest advice and make the most of the money they have now in order to live well, in the moment.
One thing our clients all have in common is they came to us ready and willing to make a change. They are done with putting their heads in the sand and hoping that it all works out. We cannot tell you how many times we have seen someone lift their head and face the ugly for a little while, in order to do the work.
