Investment Management & Financial Planning Services for Women & Couples

Our Investment Management and Financial Planning Services are designed specifically for high-income individuals, successful business owners, and those navigating significant life events like divorce, inheritance, or retirement.

We’re not just here to help you grow and protect your wealth – we’re your personal financial team, handling everything from budgeting to retirement planning.

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Our Investment Management & Financial Planning Service is ideal for you if:

You're a high-income professional, perhaps due to a successful career, a thriving business, or a significant life event like an inheritance, divorce, or retirement. You understand the importance of managing your wealth effectively, but need expert guidance to do so.

You're a successful business owner juggling the demands of running your business with the need to plan for your personal financial future. You're looking for a trusted partner to help you navigate the complexities of wealth management.

You've recently experienced a significant life event, such as receiving an inheritance, going through a divorce, or entering retirement. These events have brought new financial challenges and opportunities, and you're seeking professional advice to make the most of your situation.

You're tired of the stress and uncertainty of managing your wealth on your own. You're ready to delegate this responsibility to a team of professionals who can provide expert advice, reduce your stress, and give you more time to enjoy the wealth you've worked hard to build.

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Our Process

Journey To Wealth Confidence

Our complimentary Journey to Wealth Confidence process is tailored to high-income, small business owners, and those who are managing significant wealth due to life events such as inheritances, retirement, or divorce. This process addresses three crucial questions:

How can you best preserve and grow your wealth?

Are you effectively managing your tax liabilities?

Is your portfolio structured to your financial objectives?

We answer these questions (and any others you may have!) in a personalized Wealth Confidence Roadmap. For individuals and businesses who align with our firm’s expertise, this process comes with no cost or obligation. We believe in demonstrating our value before you invest a single dollar with us.

View Our Step by Step investment process

What Our Process Looks Like:

STEP ONE

Get Acquainted Call

This initial 15-minute call ensures that your financial situation aligns with our expertise. It’s our chance to mutually assess fit – we want to ensure our services can truly serve your financial needs.

If for any reason we aren’t the best match for you, we’ll gladly refer you to a firm better suited to your unique financial needs.

STEP TWO

Discovery Meeting

The primary aim of this meeting is to fully understand your financial goals, concerns, and unique circumstances.

Your responses, coupled with the documents we request, will guide our comprehensive analysis. Our goal? Clear, concise, and practical answers to your most pressing financial questions.

STEP THREE

Expert Analysis

Now it’s time for us to work our magic!

Leveraging our specialized industry knowledge, we focus on answering these key questions:

What strategies will most effectively preserve and grow your wealth?
Are you managing your tax liabilities as effectively as possible?
Could your portfolio benefit from improvements?
What potential threats could impact your financial stability, and how can they be mitigated?

STEP FOUR

Strategy Presentation Meeting

This is where we translate planning into actionable strategy.

During this meeting, we’ll explain, in clear terms, the steps necessary to achieve your financial goals, including answers to the crucial questions from our analysis. You’ll see in dollars and cents, how our firm can improve your finances.

At the end of this meeting, you can decide if you’re ready to team up with us or if you need a bit more time to think it over.

STEP FIVE

Reflect & Decide

We understand the importance of taking the time to make the right decision.

Prior to deciding whether to work with us, we recommend you consider the following:

Do I trust and respect the team at Manent Capital?
Do their services provide value that exceeds the cost?
Do I agree with their investment philosophy?
Do their recommendations make sense to me?

STEP SIX

Onboarding Meeting

In this final step, we’ll address any questions or concerns you may have. When you’re ready, we’ll assist with the paperwork to officially welcome you as a client.

Before this meeting, we’ll provide a detailed outline of the onboarding process and respond to any questions or concerns you might have.

*While we’d be delighted to have you on board, we understand if you decide it’s not the right fit. There’s never a hard sell or pressure. We sincerely wish you the best on your journey to wealth confidence, regardless of your decision.

On-Going Premium Package

What’s Included:

2 Financial Strategy Reviews in the Spring & Fall: A comprehensive review of your financial plan and money system twice a year, ensuring you stay on track toward your goals.

Continuous Financial Planning Monitoring: Continuous monitoring of your financial plan to ensure you're comfortably on track to meet all your life and business goals.

Investment Management: We offer the convenience of managing your investments in-house at Schwab for continuous monitoring and tax-efficiency.

Unlimited Email Support: Your go-to resource for quick questions, offering a safety net for your financial decisions.

Emergency Financial Strategy Sessions: Immediate consultations to navigate unforeseen financial challenges.

Bi-Annual Tax Reviews: A proactive review of your tax strategy to ensure you are aligned with the latest tax laws and can capitalize on any savings opportunities.

Exclusive Webinars and Content: Gain financial literacy and decision-making skills through our curated educational resources.

What We Can Do For You:

Financial Planning: Whether you’re looking to expand your business, buy a home, or secure your children’s education, we create a tailored plan that aligns with your unique entrepreneurial lifestyle.
Investment Planning: We offer customized investment advice that takes into account your risk tolerance, time horizon, and both business and personal financial goals.
Retirement Savings and Income Planning: From SEP IRAs to Solo 401(k)s, we’ll help you explore retirement savings options that offer both high contribution limits and tax advantages.
Tax Planning: With high income comes high tax responsibility. We’ll help you navigate the complexities of the tax code, focusing on strategies that minimize your taxes while maximizing opportunities for both your personal and business finances.
Cash Flow Optimization: We’ll help you structure how and when you pay yourself, how much to reinvest in the business, and manage your money efficiently as your business grows.
Hiring and Contractor Consultation: In-depth cost-benefit analyses to guide hiring decisions, helping you understand how you can afford that new associate!
Advanced Real Estate Investment Analysis: Before you jump into any property investment, we offer a deep dive into the numbers to make sure it aligns perfectly with your financial goals.
Education Planning: Whether it’s planning for your children’s college education or your own continued professional development, we’ll help you create an education funding strategy that makes sense.
Risk Management and Insurance Planning: As a high-income entrepreneur, your business and personal risks are often intertwined. We’ll help you identify and manage these risks through tailored insurance solutions, protecting both your personal assets and your business.
Estate Planning: We’ll help you create a comprehensive estate plan that protects your money and ensures a smooth transition of both your personal wealth and business interests.
Special or Unique Needs: Whether you’re dealing with business succession, divorce, or other special circumstances, we offer specialized planning to meet your specific needs.

Pricing:

Our Investment Management & Financial Planning package is based on the size of your portfolio.

We charge 1.5% per year based on the total value of your assets under management (AUM).

If your AUM is less than $500,000, we apply a minimum yearly price that can be paid in quarterly or monthly installments of $625 per month.

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Still have questions?

What Makes Manent Capital’s Financial Planning Services Unique?

At Manent Capital, we specialize in offering bespoke financial planning services tailored to suit the needs and circumstances of busy women, high-net-worth individuals, and business owners. Our deep understanding of the financial hurdles and opportunities that come with significant life events positions us as a trusted partner in navigating your financial future.

Why Focus on Financial Planning Services for Women?

We believe that women, especially those who are navigating the complexities of business ownership or significant life events, have unique financial needs and goals. Our dedicated services ensure that we address these nuances effectively, empowering women to build a secure and prosperous financial future.

What Does the Journey to Wealth Confidence Process Entail?

Our Journey to Wealth Confidence is a complimentary process where we work closely with you to address key questions about wealth preservation, tax liabilities, and aligning your portfolio with your financial objectives. We develop a personalized Wealth Confidence Roadmap, illustrating a clear path to achieving your financial goals without any obligation.

Are Your Services Suitable for Me if I am Not a High Net Worth Individual or a Business Owner?

While our services are crafted to cater to high net worth individuals and business owners, we strive to assist all our clients in navigating their financial landscapes effectively. If you believe our services might be right for you, we encourage you to reach out so we can understand your needs better.

What Does Your Fee Structure Look Like?

We charge a yearly fee of 1.5% based on the total value of your assets under management (AUM). For portfolios with an AUM less than $500,000, a minimum monthly charge of $500 is applied. Our transparent fee structure ensures you always know what you are paying for.

How Does Manent Capital Ensure the Security of My Financial Information?

Client confidentiality and security are our top priorities. We employ state-of-the-art technology and stringent protocols to ensure that all your data is handled securely and responsibly.

What if I Decide That Manent Capital Isn’t the Right Fit for Me?

We understand that choosing a financial planning service is a significant decision. That’s why our process is designed to give you ample time and information to make your choice. If at any point you decide that we are not the right fit, there is no obligation to continue, and we wish you all the best in your financial journey.

How Can I Start Using Manent Capital’s Financial Planning Services?

Getting started with us is simple. Book a free call through our website, and we’ll kick off with a 15-minute ‘Get Acquainted Call’ to understand your financial situation and to see how we can assist you in achieving your financial goals.

We aren’t just managing your finances.

We are changing your future.

Contact us today and we will empower you in your financial journey, educate you on continual improvement of your financial situation, and assist you in making the most of your resources.

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