How We Work

BUILDING YOUR FINANCIAL ROADMAP

At JourneyTree, our friendly, experienced professionals provide customized, comprehensive financial plans and smart investment management. We help you prepare for your future, so you can enjoy the present.

3-Step Process

Step 1

Initial Meeting

We want to get to know you and your needs. We begin any client relationship with an in-depth meeting to gain an understanding of your overall financial picture, your concerns, your goals, big dreams, and values.

Step 2

Make a Plan

Once we have your financial data and big picture goals in mind, we’ll get to work tailoring a plan to your unique circumstances. Your plan will cover such areas as tax planning, estate planning, cash flow management, investment management, planning for retirement, and managing risk.

Step 3

Adapt

We review and adapt your financial plan as your life evolves. We’ll meet regularly to review your investments and ensure your plan is still aligned with your goals. Whether you’re considering a big purchase, selling your business, expecting an inheritance, or making other major life decisions, we’re here to help you understand your best path forward. As needed, we facilitate work with other professionals such as estate attorneys, CPAs, and mortgage brokers.

Is JourneyTree for You?

We enjoy working with great people who appreciate the true value of our services and want to partner with a team of professionals to create a sound financial plan. The clients who benefit most from our services are those who want to delegate investment management to an experienced long-term partner. We emphasize preservation of capital and seek investments where potential growth outweighs likely risk. If you have at least $500,000 to invest, let’s talk!

How Much Does it Cost to Work With JourneyTree?

We are fee-only financial advisors. As fiduciaries, you can count on us to provide objective advice. We don’t sell products and never receive commissions. We are in this together.

Monthly statements and quarterly reports clearly state your fees. There are no hidden fees or extra charges. JourneyTree’s standard fee agreement involves a blended billing structure based on the total assets under management: