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Pax HorizonWealth Management

The Client Experience

A clear, transparent roadmap from our first conversation to your long-term plan.

Phase One
Included in All Services

Discovery & Analysis

Timeframe: ~2 Hours Total

We begin with a complimentary introductory call to determine if we are the right team to help you, followed by a deep-dive discovery session to map your values, goals, and complete financial picture.

Deliverable:Clear definition of your financial mission.
Phase Two
Included in All Services

The Strategy Roadmap

Timeframe: ~90 Minutes

We present your comprehensive, tax-aware financial plan. We walk through the recommendations, the stress-tests, and the investment strategy, working to help you understand the why behind every move.

Deliverable:Your Financial Action Plan.
Phase Three
Service Specific

Implementation & Execution

Timeframe: 2-4 Weeks

We turn the plan into action. For Project clients, this is your hand-off guide. For Wealth Management clients, we handle the heavy lifting of opening accounts, asset transfers, and professional coordination.

Deliverable:Accounts funded or implementation guide delivered.
Phase Four
Comprehensive Ongoing Financial Planning Only

Ongoing Partnership

Timeframe: Continual

Your career and family life are dynamic. For our Comprehensive Ongoing Financial Planning families, we provide proactive check-ins and annual reviews to work to keep your strategy aligned with your evolving objectives.

Deliverable:Long-term accountability and guidance.

Choose Your Engagement Path

Whether you need a target-specific project or a lifelong partner, we provide the clarity required to navigate your financial journey.

Project Based Financial Planning

Ideal for those seeking a professional assessment and a strategic blueprint to implement on their own. We deep-dive into your analytics and provide the specific roadmap you need to execute.

  • ✓Phases One through Three Included
  • ✓Full Financial Action Plan
  • ✓Self-Directed Implementation
Fee StructureStarting at $2,500Varies based on complexity
Recommended

Comprehensive Ongoing Financial Planning

A comprehensive, full-service relationship where we handle the technical implementation and investment management, providing the ongoing strategic oversight required for complex financial lives.

  • ✓Phases One through Four Included
  • ✓Full Execution & Maintenance
  • ✓Ongoing Strategic Partnership
Annual Planning Fee + 0.75% Add-on for Managed Investments

Ready to build your roadmap?

Our process is designed for precision and results. Let's see if we're a fit for your complex financial needs.

Schedule Introductory Call