Seattle Financial Planning Services l Private Wealth Management

Your future begins now.

Your personalized financial plan isn’t just your first step to financial independence, it’s a guide.

Ensure that your long-term goals and short-term objectives align with your values
Feel confident that your finances will support your lifestyle moving forward
Leave the legacy you want for your family and your community

Understanding your current and projected financial situation, Singer Wealth Management works with you to craft a comprehensive financial plan that accounts for and can adjust to the unexpected events that life throws your way.

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Confidence and security.

Whether you’re transitioning a retirement plan during a career change, needing guidance through a divorce, or planning for your children’s education, SWM is here to help.

How it works

We take our clients through a three-step financial planning process that is clear, jargon-free, and all about ensuring that you can understand and take charge of your financial life.

Step 1: Getting started

We meet to discuss your goals, time horizons, and tolerance for financial risk
We take a deep dive into your current financial situation and goals
We deliver a full and transparent disclosure about the fees and costs
We make sure that we’re a great fit for a trusting, long-term relationship

Step 2: Crafting your plan

We gather and analyze your financial data for a comprehensive financial evaluation
We determine your long-term and short-term financial objectives
We take 1–2 weeks to craft your individual financial plan that includes retirement planning, estate planning, portfolio analysis, and tax analysis

Step 3: Implementation

We sit down to discuss your plan and our specific recommendations for you
We discuss the best path toward implementing your plan
We monitor your plan on an ongoing basis in order to make necessary adjustments to account for unexpected changes in your life — like kids, divorce, inheritance, and career change

What it costs

Our promise:
At SWM, we are committed to transparent pricing. As a “fee-only” financial advisor, we don’t work off commissions or sell investment products to our clients. What you see is what you get with us, and we’re committed to keeping it that way.

Our financial planning services are charged on an hourly basis at the following rate:

$200 per hour, with a minimum 10 hours ($2000) per plan contract

For financial planning services, we charge 50% upfront and 50% on delivery.

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