The basis to any sound financial house is a solid foundation. In personal finances, that solid foundation is built upon a formal financial plan. Veritas Wealth Management LLC uses eMoney software to help us plan for what's ahead. We help our formal planning clients plan for the "what ifs" during retirement. For clients that engage Veritas Wealth Management LLC to manage their portfolio this service is done at no additional cost.
For individuals happy with their current advisor but wanting a formal financial plan our fee is a fixed rate of $125/hour. This fee is waived should after we present your formal financial plan you decide to work with us to manage your assets. We believe that clients should never be charged twice for the same service. After all what is the benefit of a formal independent financial plan if you purchase investments from the same advisor that made the plan?