Services:

  • Retirement Planning
  • Investment Planning
  • Estate Planning
  • Insurance Planning
  • Education Planning
  • Net Worth Analysis
  • Debt Management
  • Budgeting
  • Cash Flow Management

Do you know what your cash flow and personal balance sheet look like?

Do you know where you want to be in five or ten years?

Do you have a plan in place to get there?

With all you do to get through the day-to-day, you might wake up in ten years and realize that you’re not where you want to be financially. . . and then it will be very difficult to catch up.

Start making conscious financial decisions and take control of your financial life now. Let us partner with you on your journey to help you reach the future you want.

That’s where we come in. Voice Wealth Management (Voice) is a fee-based, independent financial services firm serving busy professionals, entrepreneurs, and their families with financial planning and wealth management. Think of Voice Wealth Management as the personal CFO for your family.

Are you a busy professional or entrepreneur
that needs a personal CFO?

Schedule a “Where am I?” assessment for only $200 to get a snapshot or second opinion on where you are today. It’s a 30-minute call that takes a glimpse into your current financial situation.

Voice Wealth Management is a fee-based, independent financial services firm serving busy professionals, entrepreneurs, and their families with financial planning and wealth management.

Receive our complimentary personal balance sheet to get started on the financial path you seek, delivered straight to your inbox!


How We Work

We have three different packages to choose from.

Get Me Started

This is for those that need a push to get started on their financial journey. If you don’t know where you are, you can’t know where you’re going. 

Get Me Organized

This is for those that want to start their financial journey and create a plan for the future.

Hold My Hand

This is for those that want a lot of assistance and accountability with their financial journey and create a solid plan for the future.

 

 


GET ME STARTED

  • Two 30-minute consultations: on budget, cash flows, and objectives
  • Unlimited access to our financial planning software: this is where you connect your accounts and track your progress

Option #1

This is for those that need a push to get started on their financial journey. If you don’t know where you are, you can’t know where you’re going. 

You will discover your current cash flow and budget situation so you can start your financial journey on solid footing. 

$497/yr or $125/qtr


GET ME ORGANIZED

  • Two 1-hour consultations: Russell will come to you (or videoconference if more than 75 miles from New York City)

  • An in-depth review of your financial situation and life objectives

  • One 90-minute follow up meeting:  Three months later, we will meet to check progress and assumptions about your budget and cash flows

  • Two additional 30-minute, quarterly calls: These check in calls complete this package and can cover budget, cash flow, taxes, investments, insurance, and discussion of legal needs

  • Unlimited access to our financial planning software: this is where you connect your accounts and track your progress

Option #2

This is for those that want to start their financial journey and create a plan for the future.

You will discover where you are at in your current financial situation and develop your financial roadmap with ongoing assistance and accountability.

$1497/yr or $125/mo


Hold MY HAND

  • Everything in the "Get Me Organized" package

  • Our initial conversation will focus on your needs and finding a structure that works for you

  • Financial Plan: A full, bound, written plan with SWOT (strengths, weaknesses, opportunities, and threats) analysis for each of the planning topics that we discuss

  • Additional calls/meetings: Available at your convenience to help with any personal financial questions you have

  • Family meeting facilitation: to discuss difficult financial topics

  • Includes college planning, retirement planning, trusts, and more!

Option #3

This is for those that want a lot of assistance and accountability with their financial journey and create a solid plan for the future.

This is our most complete package. You will discover your current financial situation and create and execute your financial roadmap.

$2500/yr+; price based on needs


No sure where to get started?

We offer a no obligation introductory appointment. This is the first step to a dynamic client experience with a wealth management firm that understands and cares.