Financial Planning Membership
Work with Lock Wealth for financial planning only, or add investment management when the time is right.
- Designed for households with less than $100,000 in investable assets and simpler planning needs. This membership includes a personalized financial plan, quarterly meetings, and ongoing guidance on cash flow, savings, retirement, and core financial decisions.
- Designed for households with $100,000 or more in investable assets and more complex planning needs. This membership includes everything in Foundations, plus more advanced tax, retirement, and estate planning coordination, along with broader implementation support.
- Designed for business owners who need personal and business planning aligned together. This membership includes everything in Comprehensive, plus business strategy, tax planning, succession and continuity planning, and advice that connects business and personal finances.
You do not need to move your money to work with us for financial planning. If you choose to have Lock Wealth manage your investments at some point, our investment management fee is 1.00% on the first $1,000,000, 0.75% on assets from $1,000,001 to $3,000,000, and 0.50% on assets above $3,000,000. See our Form ADV Part 2A for full fee disclosures
