Elite Engagement
The world and your life will continually change…
Your plan should ADJUST accordingly
Keep your Project moving forward with the Elite Engagement Service Program:
SEMI-ANNUAL PROJECT REVIEW MEETINGS
- Update goals and plan for upcoming decisions.
- Adjust savings rates, cash flow priorities, and investment allocations.
- Track progress and project future scenarios.
YOUR PERSONAL PROJECT WEBSITE
- Aggregate all of your accounts on one screen.
- Store and share important documents in your digital filing cabinet.
- Guide decisions and what-if scenarios with planning tools.
PORTFOLIO MANAGEMENT
- Implement and rebalance recommended allocations on Schwab's platform.
- Automate and adjust savings into managed accounts.
- On-demand reports via your Project Website (balance sheets, cash flow projections, and more)
PROJECT REPORTING
- Annual Project reports (goals, action items, and cash flow strategies)
- Performance reporting (for managed accounts)
- Plus on-demand reports via your Project Website (balance sheets, cash flow projections, and more)
ON-DEMAND EMAIL ACCESS
- Email your dedicated adviser with questions and updates throughout the year.
WHAT IS THE COST FOR THE ELITE ENGAGEMENT?
The cost for ongoing financial planning and asset management services is based on the amount of assets New Wealth Project directly manages. There is no minimum asset requirement for the Elite Engagement Service Program.