Wealthy With Intention is a registered investment advisor founded in 2023 and based in Winslow, Maine. The firm specializes in providing comprehensive financial planning services on a project basis or through ongoing relationships. Wealthy With Intention does not manage investment portfolios directly or take custody of client funds, but rather provides strategic advice, investment recommendations, and guidance on various aspects of personal finance. Areas of focus include retirement planning, cash flow and debt management, tax strategies, estate planning, business planning, employee benefits optimization, insurance, and risk management. Wealthy With Intention operates as a fee-only firm, meaning compensation comes solely from client fees without commissions or product sales. The firm is owned and operated by Sage Duguay.
Fee Structure
Wealthy With Intention charges an initial fee of up to $5,000 to construct a comprehensive financial plan. Half of this initial fee is due when signing the advisory contract, and the remainder is due when the plan is delivered.
After delivering the initial plan, Wealthy With Intention charges a recurring monthly fee ranging from $250 to $700 for ongoing financial planning. The exact fee depends on your specific needs, the complexity of your financial situation, and the time and resources required.
- Project-based financial planning — $500 to $5,000 for a fixed-fee engagement addressing specific financial questions or topics
- Hourly consulting — $250 per hour for targeted advice and limited-scope projects