Work with Fortify Financial
The Process
Fortify Financial Services utilizes a systematic life planning approach.
We take a comprehensive view of your complete financial picture to develop a deeper understanding of what is needed in striving to achieve your goals.
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Complete Financial Picture - We link all your financial accounts for a complete and up-to-date view of your financial situation. Our analysis and recommendations are comprehensive and reflect current market conditions.
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We Seek To Provide A Deeper Understanding For Better Recommendations - Our 360 degree view of your financial world can help improve your overall plan, minimize the impact of debt and taxes and enhance your lifestyle. With your goals as the centerpiece of our process, we provide you financial reports that clearly illustrate where you are now and how our recommendations can help you pursue them.
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Increased Collaboration - We recommend specific strategies which seek to help close gaps in your financial picture as well as match each of your specific goals. This is where we implement your plan.
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Monitoring Progress - Our wealth management system provides both you and our team with a comprehensive view of your financial progress. We can collaborate with you regularly online for your convenience.
PRICING
A full comprehensive financial plan:
Starting @ $1500
Investment Management:
1% - 1.8% of assets managed
All final commissions, fees and overall pricing will depend on each individual relationship and will be announced to you before any implementation takes place.
We are 100% transparent. If you have any pricing questions that weren't answered here, please contact us below.
