FOR CLIENTS
Schwab Client Service #
1-800-515-2157
Your Risk Number™
A Risk Number™ is a cutting edge technology by Nitrogen Wealth that identifies your acceptable levels of risk and reward to ensure that your portfolio aligns with your financial goals and expectations.
Get your Risk Number™ by clicking the link below.
Download the RightCapital Financial Planning App
For New Clients
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Schedule a Discovery Call
This is a 30-minute intro call or Zoom to discuss what level of need for advice and guidance you are looking for at this point in your life.
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Get Your Risk Number™
Your Risk Number by Riskalzye will give you a speed limit score designed to assess how much risk you a comfortable taking with your investment portfolio.
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Send PDF's of your Statements
Save your current investment statements as PDF’s and upload them to the secure link below. This will allow us to do a portfolio analysis and make recommendations.
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Complete a Client Profile
Complete an online profile with your personal information to allow us to open accounts, designate beneficiaries, and transfer investment accounts.
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Financial Planning Questionnaire
This questionnaire is designed to gather the information necessary to begin working on your comprehensive financial plan.
Client Experience
January
An Outlook Call for the year ahead and a previous year’s performance summary. We will discuss any changes that should be made to start the year off right. We will also update your financial plan with any changes to your financial situation.
April
1st Quarter Performance review over Zoom. We will also get a copy of your tax return when you complete it for the previous year and do a Holistiplan Tax Analysis to uncover any tax planning opportunities.
July
Mid-Year Review and Summary of 2nd Quarter Performance. We will discuss opportunities and any changes that need to be made. We will also update your financial plan with any new changes to your financial situation.
October
3rd Quarter Performance Review. We will discuss any tax loss harvesting opportunities in taxable accounts. We will also go over your financial plan in detail.
*Sometimes some things need to be addressed before scheduled meetings. We will always keep you informed of things we need to change, whether it is your withdrawal rate or a particular investment that needs to be sold.
Fiduciary Advice. Planning First Wealth Management. One Simple Fee.
Our advisory fees cover wealth management and financial planning and all the important wealth decisions you will make on your financial journey.
Our fee schedule is non-tiered, meaning that if you fall into the asset range, that is your fee. You won’t have to figure out what your actual fee is by calculating your advisory fee on the first $500,000 and then on the next tier, etc.
Our advisory fees are taken out in advance and billed monthly.
Brian Muller is an Investment Advisor Representative (IAR) of XY Investment Solutions, dba Momentous Wealth Advisors LLC, a SEC Registered Investment Advisory firm.
We provide investment advisory services, which differ in services and fees from broker-dealers. It's important to understand the difference.
XYPN Sapphire and Momentous Wealth Advisors LLC Disclosures: