LET'S TALK ABOUT FINANCIAL PLANNING
FINANCIAL PLANNING
Financial planning is an essential process that involves making informed decisions to build a secure and successful financial future. It’s about identifying your goals, understanding your resources, and creating a strategy to help you achieve them.
Let’s work together to make a meaningful impact on your overall financial well-being.
Retirement planning is a crucial process that involves making informed financial decisions to ensure a comfortable and fulfilling retirement. It’s about envisioning the life you want to lead during your retirement years and taking steps to achieve those goals.
Let’s make a significant difference in your quality of life during your non-working years.
OUR SIMPLE PROCESS
Our Simple Process
Three straightforward steps to get started with your retirement planning
Start Your Free Retirement Assessment & Consultation
Schedule your complimentary consultation with our experts
Take Your Time to Think About It
Review our recommendations and consider your options carefully
Start Working With Us
Begin your journey towards a secure financial future
WEALTH MANAGEMENT FEE SCHEDULE
Our annual Wealth Management fee is based on a tiered percentage of the assets we manage on your behalf. Fees are charged quarterly and automatically deducted from your managed account.
Gen Next Wealth is a virtual advisory firm serving retirees and pre-retirees nationwide. All fees are transparent, fully disclosed, and aligned with our fiduciary commitment to acting in your best interest.
SUPPORT
ADDRESSING DISPARITIES WITH COMPASSION
We provide insights into long held beliefs, challenging historically ingrained differences in wealth with understanding and compassion. The steps are simple, ideas are practical and it’s all oriented to your goals, hopes and dreams. From tax advice and preparation, to cash flow planning, employee benefits, retirement and college saving strategies, we are your trusted partner in your financial success.
PRICING
As an independent, fee-only fiduciary, our only compensation comes directly from you—our clients. We provide comprehensive financial planning services under a straightforward flat-fee structure:
Four-Month Financial Planning Engagement Flat Fee: $10,000
Here’s how it works:
- A 50% retainer is due when you get started.
- The remaining 50% can be spread out over four monthly payments.
At Gen Next Wealth, we follow a flat-fee, planning-first model designed for retirees and pre-retirees who want clarity, confidence, and direction before making long-term financial decisions.
Financial Planning Only Engagement
Our Financial Planning engagement lasts four months and includes:
- An upfront payment of $5,000 (50% of the total fee)
- Followed by $1,250 per month, paid in advance, for the 4-month planning period. This includes our full Retirement GPS Framework™, where we serve as your fiduciary partner and build a comprehensive retirement plan covering taxes, income planning, investments, Social Security timing, lifestyle alignment, and legacy planning.
If you choose to transition into Wealth Management during the planning phase, any remaining monthly payments are stopped and replaced with your ongoing AUM fee schedule. Planning continues seamlessly as part of your long-term relationship.
PRICING
A 50% retainer is due when you get started. The remaining 50% can be spread out over four monthly payments.
Four-Month Financial Planning Engagement Flat Fee: $10,000
Here’s how it works:
- A 50% retainer is due when you get started.
- The remaining 50% can be spread out over four monthly payments.
At Gen Next Wealth, we follow a flat-fee, planning-first model designed for retirees and pre-retirees who want clarity, confidence, and direction before making long-term financial decisions.