Take Charge of Your Financial Future
YOUR MONEY, YOUR FUTURE, YOUR PARTNER, YOUR VOICE
At Voice Wealth Management, we help you take control of your financial future with guidance that’s tailored to your unique needs and goals. Whether you’re just starting out, organizing your finances, or tackling more complex planning, we’ll work together to chart a clear path forward.
We understand that no two financial journeys are the same. That’s why we offer flexible advice designed to fit seamlessly into your life—without requiring you to move all your assets under our management. You’re in charge of your financial journey, and our role is to help you make the most of what you have.
Want to keep your current portfolio as is? Prefer to work with multiple trusted advisors? Have a unique situation that requires a customized approach? We’ll collaborate with you to find the best solutions for your goals, step by step. Our ultimate goal is simple: to help you make informed decisions and get the most out of your assets over your lifetime.
At Voice, we’re committed to providing advice that’s unbiased and tailored to your needs. Every recommendation we make is guided by what works best for you—nothing more, nothing less.
Support and Guidance for Every Milestone on Your Financial Path
At Voice Wealth Management, we offer three packages to help you wherever you are on your financial journey. Each package is designed to provide the level of support and guidance that fits your personal and financial needs.
| GET ME STARTED | GET ME ORGANIZED | HOLD MY HAND | |
|---|---|---|---|
| This is For Those That... | Need a push to get started on their financial journey and is comfortable working on their own. | Want to start their financial journey and create a plan for the future. | Want more assistance and accountability with your financial journey and create a solid plan for the future. |
| ■ Discover your current cash flow and budget situation so you can start your financial journey on solid footing | ■ Discover your current financial situation ■ Develop a financial roadmap ■ Receive ongoing assistance and accountability |
■ Discover your current financial situation ■ Create and execute a financial roadmap ■ Receive hands-on assistance to help you reach your financial goals |
|
| First Six Months | |||
| Initial Meetings | Two 1-hour consultations | Two 1-hour consultations | Two 1-hour consultations |
| Topics | Budget, cash flows, and objectives. | An in-depth review of financial situation and life objectives. | An in-depth review of financial situation, life objectives, and finding a structure that works. |
| New Client Review | One 90-minute review | One 90-minute review | |
| Financial Planning Software | Unlimited | Unlimited | Unlimited |
| Additional Services | |||
| Financial Plan | Baseline | Comprehensive | Comprehensive |
| Annual Review | 60-minute review | ||
| Quarterly Phone Review | ✓ | ✓ | |
| As-Needed Meetings | ✓ | ✓ | |
| Access | Phone, Email | Phone, Email | |
| Financial Planning Fees | |||
| $69/month | $199/month | Priced Based On Needs | |
| Financial planning fees are cut by 50% for assets over $100,000, and are included for all clients with assets over $250,000. | |||
| Investment Management Fee Schedule | |||
| 1% on first $500,000 | .95% on next $500,000 | .85% on assets over $1mm | |||
| Please ask us for more details. | |||
| Additional fees may apply for program fees that are not included in these prices charged by Cambridge Investment Research Advisors, Inc. | |||
Start Your Journey Today
Don’t wait to take control of your financial future. Whether you need help with debt management, retirement planning, or simply organizing your finances, we’re here to guide you.
Here’s how it works:
Book a Free Introductory Call: A no-obligation, 30-minute session to understand your needs and goals.
Get Personalized Advice: Receive tailored recommendations based on where you are in your financial journey.
Start Your Plan: We’ll work together to implement a flexible, personalized roadmap to financial success.
