Our Process
We recognize that your financial situation is deeply personal, and that retirement planning can feel overwhelming. Earning your trust is our top priority. Our approach is designed to progress at a pace that aligns with your comfort level, ensuring we establish a strong foundation of trust before moving forward.
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Introduction
Brief phone / video call. Goal is to learn a little bit about you and what your needs are at this time. As well as offer you the ability to ask any questions you have regarding our firm or our services.
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Discovery Meeting
This meeting is intended for us to gain a clear understanding of your financial picture and goals regarding retirement. You will be provided our Financial Planning Questionnaire prior to the meeting.
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Plan Review Meeting
During this meeting we will review our findings regarding your opportunity areas and our recommendations to enhance your plan moving forward.
Following our Plan Review Meeting, we will ask if you would like myself and our team at Ellis to be your trusted team to navigate you on your retirement journey.
Our Costs
Our service is assessed by the assets under our management (AUM). This service model is all inclusive, meaning our financial planning services are included:
$250,000 - $499,999 1.00%
$500,000 - $999,999 0.85%
$1,000,000 - $4,999,999 0.80%
$5,000,000 + 0.70% or below
Please refer to the Ellis Investment Partners, LLC disclosure brochure for a complete discussion of services and fees.
Contact us.
Submit your name and email address to the right and we will contact you with a request to schedule an initial call / video.
Or you can schedule an appointment directly on my calendar by clicking the below button.