Financial Wellness

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Professional Guidance Shouldn't Wait Until You're Wealthy

 

Most firms are built around AUM or income minimums which means the people who could benefit most from early, disciplined guidance are often the ones excluded from getting it. Financial Wellness exists to close that gap. It's a subscription-based planning relationship designed for clients earlier in their financial journey, built around a simple idea: the decisions made in your 20s and 30s, however small they seem at the time, compound for decades.

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Why Early Guidance Matters

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A well-structured decision made early on how you save, handle equity compensation, approach debt or a first major purchase has more time to compound than the same decision made a decade later.

 

Yet this is precisely the stage where most people are left to navigate alone, without access to the kind of guidance more established clients take for granted. Financial Wellness brings that same discipline and expertise to clients earlier in their trajectory, at a price built for where they are today, not where they'll be in twenty years.

 

Choose Your Level of Engagement

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• Gold - Monthly, 30-minute sessions with your planner. Built for clients who want to stay closely engaged as life and career changes happen, with regular updates on financial news and tax developments relevant to your situation.

• Silver - Quarterly, 45-minute sessions. A steady cadence to keep your financial and tax trajectory on track, four times a year.

• Bronze - An annual, 75-minute deep-dive session. Built for clients who want a thorough yearly checkpoint without an ongoing monthly commitment.

 

Fees & Payment

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We charge a simple, recurring flat fee paid in advance at the frequency you choose, with no hidden costs and no AUM or income minimum to qualify:

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• Gold: $120/month

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• Silver: $200/quarter

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• Bronze: $350/year

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Fees are paid securely through an independent third-party processor. SKP Wealth never has access to your banking information you'll have your own secure portal to manage payments directly.

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A Bridge, Not Just a Starting Point

 

As your circumstances grow more complex a business, significant equity compensation, a growing family Financial Wellness is designed to grow with you, evolving naturally into our full Wealth Management and Wealth Planning services when the time is right.

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Ready to build strong financial habits early, on your terms? Let's talk →