Who Can Benefit from Financial Planning and How We Work
Financial Planning and
An Overview of Who Planning Can Help
Who Works with Us
Majority of clients include:
Independent consultants and small business owners
Work with us for one of several reasons, including:
To establish a plan, or to update an existing plan due in the
face of a life-changing event or challenging market
Lack the time to maintain a plan and manage their investments
To offload responsibility for managing portfolio to an advisor
with whom they will maintain a long-term relationship
Need help in making business and benefit choices, particularly
if they are independent consultants or small business owners
Why Our Clients Work with Us
We sell no commissionable products or services - our
only revenue is from our clients
We act as fiduciaries
We have knowledge and experience
Micah is a CFA Charterholder
Micah and Renee are working towards the CFP
We take our time with clients
Each planner works with fewer than 75 clients
Focus on client education
How We Work
We begin with a complimentary consultation by
phone, or in-person
Offers us a chance to understand your needs
Offers you a chance to learn more about us
We create a proposal after the consultation, and
proposal includes scope of engagement and
Offer a range of services
Portfolio design with specific investment
Ongoing planning and investment management
Address specific questions or topics
Can you work remotely?
Yes, if the client is comfortable doing so.
Is there a minimum asset requirement?
There is no minimum requirement for clients who want a
comprehensive plan. For an ongoing retainer, the
minimum is $500,000 in assets.
Can you provide a ballpark figure for cost?
That depends upon the service. Our planning fee is
$190/hour, and our retainer fee starts at 1% of the
assets under management.
How do I learn more?
Visit our website at www.minervapg.com, call us
at 877 881 5379, or e-mail Micah via LinkedIn.