Intentional Living FP provides tailored investment management and holistic financial planning services to individuals, families, and business owners. The firm focuses on passive investment strategies, utilizing low-cost index funds and exchange-traded funds aligned with each client's specific goals and risk tolerance. In addition to portfolio oversight, Intentional Living FP offers guidance across a wide range of personal finance topics, including retirement projections, cash flow and debt management, tax optimization strategies, estate planning coordination, college savings, and employee benefits optimization. Clients with portfolios exceeding $500,000 receive comprehensive financial planning included at no additional cost beyond the standard portfolio management fee. For those seeking ongoing guidance without a large portfolio, the firm also offers a monthly subscription-based planning service, as well as project-based and hourly consulting options.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable. For clients with assets above $500,000, comprehensive financial planning is included at no additional cost.
