SERVICES
Ways to work with WellFin360
Choose the level of support that fits your life. Every service follows the WellFin Way. WellFin360 receives compensation only from our clients. As a fiduciary, we have a duty to act in your best interest. There’s no minimum account size to work with us.
How we work together
What working with Samanda looks like
One planner, the whole way. Here’s the rhythm of an ongoing planning relationship.
01
Getting startedA kickoff meeting to talk through your goals, then we connect your accounts in RightCapital and Monarch and gather what we need — securely, in one place.
02
Building your planOver your first few sessions, we build your money plan together and agree on clear, prioritized next steps.
03
Throughout the yearRegular check-ins, plus support whenever a decision comes up: a job offer, a home purchase, a new baby.
04
Every yearA review of your plan, goals, insurance, and tax planning opportunities, so your plan keeps up with your life.
Ongoing financial planning
What’s included in ongoing support?
We stay connected to assess progress, talk through new decisions, revisit priorities, and adjust your strategy as your life and finances change. We provide an objective perspective to help you weigh trade-offs and stay aligned with your long-term goals.
Our ongoing partnership helps you:
- Think through financial decisions
- Evaluate trade-offs and priorities
- Gain a professional perspective on important choices
- Stay focused on what matters most
- Implement decisions with confidence
Emerging Professionals
Starting out,
building the foundation
Starting at
$120
per month
Growing Families & Mid-career
Navigating change,
building momentum
Starting at
$220
per month
Business Owners & Self-employed
Complex income, more moving parts
Starting at
$400
per month
A fixed monthly fee, billed monthly in arrears. Your exact fee depends on the complexity of your situation, is confirmed in writing before we begin, and never increases without your consent. You can end ongoing planning with 30 days’ written notice.
What you receive
Your Money Map,
at a glance
Whatever your profile, you receive a written plan and your Money Map: a clear summary of your financial snapshot and your path forward, organized by the four stages of the WellFin Way. The full details of your plan are available in your secure client portal.
LIFE-CENTERED • LIFE FIRST, ALWAYS
(Click image to enlarge sample map)
Not ready for ongoing planning?
Other ways to work together
If it’s a fit, we’ll build your roadmap together over the next few sessions, starting with Clarity and moving through the WellFin Way at your pace. If it’s not, we’ll tell you and point you toward a better fit. Either way, you’ll leave with clarity, not a sales pitch.
One-Time Plan
Starting at $1,500
A personalized financial plan focused on a specific goal or life transition, delivered through a one-time engagement.
Hourly Guidance
$200 / hour
Personalized guidance when you need a professional perspective on a specific financial question, decision, or review.
Investment Management
1.00%–0.45% of assets
Personalized investment management aligned with your financial plan, goals, and comfort with risk.
Fees are negotiable and confirmed in your written advisory contract. See our Table of Fees for Services. For our complete fee schedule and terms, see our firm brochure (Form ADV Part 2A).
Not sure which fits you?
That’s what the discovery call is for. We’ll talk through what you need and recommend the right option. If we’re not the right fit, we’ll tell you.
The best time to start
is before you think you need to
No minimums. Paid only by you. Just a plan built around your life.
WellFin360, LLC [“WellFin360”] is a registered investment advisor offering advisory services in the State of Massachusetts, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.
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