How To Work With Us

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

 

Infographic on how to work with Coastal Wealth Planners. Service models shown

 

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.

1: Complimentary phone consultation (30 Min.) No Fee

2: Discovery Meeting (1 hr.) No Fee

3: Plan creation & presentation with clear, actionable recommendations

4: Ongoing Review & Support (only for Subscription-based planning and Wealth Management offerings)

 

Infographic on Coastal Wealth Planners Ongoing Planning Process Steps

 

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.

View Our Common Types of Clients And Solutions:

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What Makes Coastal Wealth Planners Different?

There are many things that make us stand out, here are three to consider:

 

  1. We are specialists in planning, investing in industry-leading technology to simplify our clients lives and make your goals easier.
  2. We limit the number of new clients that we take on each year to ensure that we can deliver massive value and personalized service.
  3. We are a firm that operates with your best interests first and a family-centered approach.

For More, Visit Our Fees & Compensation page

 

Find Out More Now!

Schedule Your Call

Looking to know more about our services or discuss how they would apply to you? Set up a complimentary introductory call now in order to get to know us & have all of your questions answered!