At Coastal Wealth Planners we understand that there is not a one size fits all approach to your unique needs, concerns and considerations. As a result, we have a number of ways that our clients work with us. Interested in learning more? Schedule a Complimentary Consultation Call With Us Now
How It Works (Our Process)
We want to know exactly how we can help you and bring value before you make any commitment. This allows you to know if we are a good fit as well, therefore we offer a complimentary two-meeting process before formally moving forward.
3: Plan creation & presentation with clear, actionable recommendations
4: Ongoing Review & Support (only for Subscription-based planning and Wealth Management offerings)
How Do I Know If I’m a Good Fit?
We are able to deliver the greatest value for our clients who desire planning and guidance tailored to their specific situation. Although we do not have a minimum account balance necessary to work with us, we seek to provide massive value in our planning and wealth management offerings. Typically, those with $250,000 or more of investable assets gain value from multiple specialty planning areas that we offer. For this reason, we work to ensure during our complimentary two-meeting process that we can provide value and that you see a value from working with us before moving ahead. So if you are unsure, either book a free consultation call , email us at [email protected] or call us directly at (732)554-1099.