Let’s Navigate Life’s Changes Together
Our Foundational level of service is ideal for anyone beginning their financial journey or individuals who may not need ongoing Financial Planning, but assistance at specific points in their lives. Planning at this level involves setting organizational goals and charting a clear roadmap to achieve them, requiring strategic clarity even in a data-rich environment. Foundational management fosters a culture of continuous improvement and ensures consistent effort towards strategic goals. This service is designed to adapt to the needs of each team member, providing personalized support as life changes. The service remains flexible and accessible, with additional Financial Planning support available at an hourly rate ranging from $150 to $400 per hour.
Foundational Management at Financial Life Advisors is a flexible, lower-touch option for people starting their financial journey who want professional investment management and the ability to add planning guidance when needed—supported by a San Antonio-based team.
Foundational Management at Financial Life Advisors provides investment management for people who want a simpler, lower-touch option. FLA builds a risk-based portfolio, helps set up and transfer accounts, monitors investments, and delivers quarterly reporting. Planning support can be added when needed, so your strategy stays aligned as your life changes.
Investment Management
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Pre-set, risk-based portfolio design and management, including asset allocation, allocating resources, financial statement analysis, stock selection, and portfolio strategy and implementation
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Set up and transfer of investment accounts
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Daily monitoring of investment portfolios and ongoing review of individual assets, with a focus on each client's portfolio and adapting to market changes
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Quarterly performance review and reporting using key performance indicators to evaluate portfolio performance, including comparative analysis with the previous year
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Account servicing for seamless management, including advice on tax strategy, investing, saving for college or retirement, managing pension funds, and selling assets as part of money management
Tax Support
Access to FLA CPA referral network for tax planning and preparation services, as requested.
Frequently Asked Questions
