Planning designed for you.

Pope Wealth Planning offers a customized plan for every client household. “Financial Plan” can mean a lot of things but we visualize planning like working with an architect to design a blueprint for building your financial dream-life. Together, we’ll go beyond just “how-to” and think critically about important questions…

“What is my why?” (why do I want to move? build a house? retire early? etc.)

“What does succeeding in my goal(s) really look like?”

“How will failure/success ultimately feel?”

“Honestly, what needs to change?”

Many PWP clients share a few things in common:

  • Living in NYC, Westchester or the Tristate area.

  • Annual income of $250k+

  • Own/operate a small business.

  • Affiliation with Columbia University.

The Process

Areas of Focus…

  • -Fiduciary financial planning

    -Clarifying your goals + timelines

    -Financial literacy and personal growth

    -Proactive thinking, planning & advice

    -Financial concierge service

  • -Budgeting + detailed cash flow analysis

    -Emergency Fund and account structuring

    -Debt analysis + repayment planning

    -Basic Estate Planning + recommendations

    -Insurance needs review + coverage analysis

    -Professional referral network (CPA, tax prep, estate planning)

  • -Comprehensive Investment + portfolio review

    -Risk/return analysis + probability projections

    -Asset Allocation Targeting

    -Passive/Active/Tactical investment management

    -Investment strategy and tax optimization

  • -Workplace benefits review & recommendations

    -Life Event / Open Enrollment reviews

    -Equity analysis & advice (ISOs, RSUs, NSOs, ESPP, etc.)

    -Tax withholding calculations & projections

    -Advanced compensation planning strategies

  • -Student loan repayment / Education savings for kids

    -Wedding, Family/Fertility Planning, Supporting Parents, etc.

    -Home purchase planning (first-time, vacation, income, etc)

    -Alternative Investments (real estate, collectibles, small business, etc.)

    -Total retirement planning - including FIRE strategies

Pricing

  • -One-off financial plan
    - Usually a 3-6 month process
    - Culminates in a formal financial plan deliverable
    - Plan implementation intended to be DIY
    - Pricing varies based on needs, complexity and time

  • - Available after the comprehensive plan completion (above)
    - Hybrid model for DIY investor + planning advisory support
    - Quarterly portfolio review, analysis & recommendations
    - Semi-Annual meetings focused on planning + investments
    - Ad-hoc planning and analysis as needed

  • - Ongoing financial planning & investment management
    - Fully outsourced solution for clients who want more time
    - Traditional advisory model billed on assets under management
    - Pricing varies based on complexity and time required
    - $750k+ minimum investable assets
    - Fees range 0.50 - 1.00% annually