Frequently asked questions.
A legal and ethical term that means we put your interests ahead of our compensation or any other consideration. Our CFP® professional and AIF® designations require knowledge and commitment to consistently apply a fiduciary standard in our work. Narrate Wealth Partners acts in the best interest of all our clients. It’s mandated by our credentials, but more importantly, it’s the kind of people we are.
The development and ongoing monitoring of portfolios designed to accommodate an investor’s needs, goals and risk tolerance. Portfolios can include a mix of stocks, bonds, mutual funds, ETFs, Alternative Investments, Insurance products and CDs.
An exploration of your economic resources, potential and challenges. It drives a realistic and actionable plan for the life you envision. click here
The holistic mix of Financial Planning and Investment Management.
It increases your chance for success and gives you a reference to measure it. Coordinating your resources and opportunities against possible blind spots will help your story unfold with greater ease.
Mostly individuals and families, and some non-profits and businesses. Our clients are in all stages of life from newly-minted professionals with education debt to happily retired individuals with legacy plans in place. Most clients come to us because they’re turning a page in their financial lives – new jobs, kids’ education, pending retirement, unexpected health crisis or the desire to better organize their finances. They recommend us because they appreciate smart solutions delivered with clarity and assurance.
We have clients throughout the country and leverage technology when in-person meetings are not possible.
Everyone’s needs are different. We offer three service packages with unique compensation structures. Consider which is best for you here.
Not at all. In fact, we’re happy to provide Financial Planning at an hourly rate or subscription if you enjoy investing for yourself.
Give us a call or send an email. Briefly tell us about your circumstances and what you hope to accomplish. If it’s a good fit, we’ll schedule a complimentary conference for everyone to learn more.
Call (415) 869.5974 or email us at: hello@narratewealth.com
