After the initial financial plan, you can continue to work with your advisor who will assist you with implementation and monitoring your investments and financial plan. You can choose what level of ongoing serving you will feel comfortable with. With The Athena Financial Group, you don't pay for services your don't need or want. You can change your level of service at any time. We break the area's down into: ongoing financial planning and investment management, client reporting and online portal, and financial education.
For the person who values extra handholding and needs more advanced planning such as stock option planning, employment benefits planning, 401k monitoring, estate planning, tax strategies, and investment tax harvesting.
Perfect for someone who doesn't need constant hand holding and whose planning needs are not too complicated. You like knowing you are only a phone call from your advisor. You like having both online and some paper communication.
An annual financial physcial is fine for you! You are pretty computer savvy so monitoring your progress online with an annual one on one with your advisor is good for you. Your planning needs are not too complex so why pay for it?
You LOVE technology! When you are not chasing Pokemon, you are checking on your portfolio online. You love having access to RightCapita which helps you set goals and monitor your financial goals. You would rather only pay hourly for any additional financial services you need.
Fees are subject to change and are negotiated directly with Athena Advisory Services, Inc., and will be outlined in more detail in the client agreement and servicing arrangement. We strive to provide as much clarity and detail to our clients at the time of engagement. Advisory fees do not include underlying investment costs such as mutual fund and ETF internal expenses or trading costs.