Financial Life Planning

Comprehensive Financial Life Planning

Our comprehensive financial life planning process, “Your World Map”, is broken up into six phases – Discovery, Input, Design, Delivery, Implementation, and Review. The process typically takes about a year to fully complete, though the time frame does vary by client. If the relationship continues beyond the first year, the process is often revisited – at least partially. Life changes, so we want to make sure the client’s strategy adapts with it.

The fee schedule for comprehensive financial life planning ranges from $3,000 to $6,000 a year. The first year is billed 25% upfront and the remainder in equal monthly payments. If the arrangement carries on beyond the first year, the annual fee is billed monthly.

Financial Life Planning

Our Process at Open World

01: Discovery

We get to know each other and understand what your main quest and side quest are.

02: Input

We get very specific on your financial numbers, to understand where we are today.

03: Design

We compare scenarios to decide the best way to accomplish your main and side quests.

04: Delivery

We review the final financial life plan and a one-page list of changes needed to align with it.

05: Implementation

We discuss and complete the necessary changes in order to align with the financial life plan.

06: Review

We discuss what’s been accomplished so far and define the future relationship.

Complimentary First Meeting

We offer a Complimentary First Meeting to describe our services, and to see if our services are right for you.
Start the Journey

The Planning Process at Open World

What is financial planning like?
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Strategic Alliances

We select quality organizations to align our firm with. These are some of the vendors that we use.

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For the benefit of no commissions or transaction fees, fully digital account opening, a large variety of security options and complete integration with software tools, Open World Financial Life Planning utilizes Altruist Financial LLC, an unaffiliated SEC-registered broker dealer and FINRA/SIPC member, as the introducing broker to Apex Clearing Corporation, an unaffiliated SEC-registered broker dealer and FINRA/SIPC member, as the clients’ custodian. Open World Financial Life Planning does not receive any research or other soft-dollar benefit by nature from its relationship with Altruist Financial LLC, nor does Open World Financial Life Planning receive any referrals in exchange for using Altruist Financial LLC as a broker dealer.
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