What it is: This is the full Two Trails experience. We don’t just help you create a map. We walk with you every step of the way on your journey. We will check in multiple times a year to ensure we’re making progress on your goals, adjust as necessary, and stay on top of the various to-dos related to your financial life. Most of our clients who choose this option also ask us to manage their investments (at no additional charge).
Who it’s for:
People who value delegation and ongoing support.
Busy people who lack the time, desire, or interest to give their financial life the attention it deserves.
People with at least a $500,000 net worth OR a $300,000 household income
Note- If you aren’t sure which option is right for you, no worries! Clients who start with the Base Camp option are always welcome to continue with the Summit Wealth experience if they choose to do so.
We’ve built our process with one goal in mind: for every one of our clients to feel confident, understood, and fully supported.
When we say “comprehensive”, we really mean it. Here’s a summary of the topics we will cover together.
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You have a lot going on. Our seasonal service calendar is designed to make sure nothing gets overlooked. We will meet 3x a year (more if needed) to discuss important and timely topics. The rest of the year, we will be working behind the scenes and reaching out as needed.
Two Trails is proud to be a “fee only” financial planning firm. This means that we are paid directly by our clients, rather than receiving commissions or other forms of payment. We are also fiduciaries, which means we are ethically and legally bound to act in our clients’ best interest.
Our pricing model is designed to be simple, clear, and fair. We want you to know exactly what our services cost and how that will change over time as the complexity of your situation evolves.
Should you choose to work with us, your annual fee will be $5,000-$20,000 and based on your total net worth and household income. Please note that your annual fee will cover everything we do for you, including investment management. To know what you will pay, use the following formula:
What it is: A three-month deep dive program to help you organize your financial life, develop a strategic plan for the years to come, and take meaningful action towards your goals. At the end of the engagement, our objective is to make sure you have the knowledge and systems you need to manage your financial journey on your own.
Who it’s for:
People with relatively simple situations.
DIY-types (who still value the guidance of a professional).
People with limited room in their budget for ongoing help.
We’ve built our process with one goal in mind: for every one of our clients to feel confident, understood, and fully supported.
When we say “comprehensive”, we really mean it. Here’s a summary of the topics we will cover together.
Two Trails is proud to be a “fee only” financial planning firm. This means that we are paid directly by our clients, rather than receiving commissions or other forms of payment. We are also fiduciaries, which means we are ethically and legally bound to act in our clients’ best interest.
Our pricing model is designed to be simple, clear, and fair. We want you to know exactly what you will pay:
Let’s have a no-obligation conversation to see if we’re a good fit to work together.
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Your big goals. Our expertise. Let’s see what’s possible through collaboration.
Just wait ‘til you see the views from up there. You’re going to love it.