Value Based Asset Allocation

Asset allocation is an investment strategy that balances risk and growth based on investment goals and time frame. Diversification of assets (via stocks, bonds, cash, and so on) is a key element of that strategy. The process of determining which mix of assets to hold in your portfolio is often personal and based on what works best for you at any given point in your life. Everyone has different priorities and requirements when it comes to financial decisions. Family & Money Matters creates  custom investment strategies tailored to your needs while ensuring that they are in line with your values.



Bronze

Best value



1%

  • 45 min discovery meeting with Junior Planner
  • 45 minute recurring meetings
  • Assessment Package
  • Action list and plan summary
  • $1 million and below in assets will be charged at 100bps of the portfolio




Platinum


.85%

  • 45 min discovery meeting with a Certified Financial Planner™
  • 60 minute recurring meetings
  • Assessment Package
  • Action list and plan report
  • $1 million to $3 million in assets will be charged at 85bps of the portfolio




Gold

Big Business



.70%

  • 45 min discovery meeting with a Senior Certified Financial Planner™
  • 90 minute recurring meetings
  • Assessment Package
  • Action list, plan report and a family workshop
  • $3 million and above in assets will be charged at  70bps of the portfolio



What Our Clients Say

"Elaine meets all challenges with poise, integrity and warmth. She is a professional you can trust and rely on to help you accomplish your goals.”

Barbara V.

Company Name: Planning for Financial Separation
Designation: Fashion Designer

“Elaine inspired me to start a fund with a purpose and after hearing her workshop and 6 months after, I was able to make my dream come true of learning English, not only I learned it but I was able to live in Europe to practice for 3 months”

Mariana M.

Company Name: Planning to save with a purpose
Designation: Senior Accountant Fortune 500

“After taking the financial education course in Peru, I was able to clearly focus on what had purpose in my life, I now live debt free, I have a savings fund and I am investing in buying a house in the next 12 months”

Caroline S.

Company Name: Planning to start her own business,
Designation: Retired Paralegal

“I never thought I could have control of my finances. It was possible by working with Elaine’s advise after reading her book “Family and Money Matters”, I improved my relationship with finances, and have adjusted the lense to improved the quality of my daily life.”

Carola S.

Company Name: Planning for Financial Career Advancement
Designation: PHD Senior Medical Research

“I now look forward to saving time and investing for my future thanks to Elaine’s financial well-being workshop. The strategies will help build a better world.”

Francisco R.

Company Name: Stakeholder’s Financial Training and Sustainability
Designation: Fortune 500 Regional CEO

Team Members

Elaine King, CFP®

Holistic Financial Planning and Value Based Asset Allocation

Suzie Hise

Action Oriented Coaching

Mariana Martinez, PHD

Family Focused Workshops

Maria Fuentes

Family Focused Workshops - Children & Women

Schedule a 30 minute FREE consultation to review your financial goals. Contact Us

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