Concierge Planning Services

Jessica and Angela office

The Jamrog Group offers fee-based Concierge Financial Planning for our clients. Amy Jamrog and Jessica Holloway work together to conduct a full analysis of your financial situation. We then create a comprehensive financial plan for you, your family and/or your business. The plan includes everything from investment allocation and insurance analysis, to retirement income planning, pension analysis, social security strategies, business succession planning, long term care and philanthropic giving.

Here's how it works: In our first meeting, we'll have an in depth conversation about what's important to you, what you’d like your money to be accomplishing, and how to align your plan with your values. In meeting two, you'll receive a written financial plan with an Executive Summary of recommendations. We will also coordinate with your accountant and attorney to be sure that your plan is being monitored from an investment, insurance, legal and tax perspective.

After the creation of the plan, we work with you to build a "financial road map" of your goals, as well as create the action steps to achieve them. This is something that our clients find most helpful: to have accountability and follow-through in their ongoing planning. Then we remain with you for the calendar year to answer questions that may arise after the initial plan is created.

In our experience, Concierge Planning is most appropriate for people who meet one of the following criteria:

  • $1m or more of investable assets
  • Household income in excess of $250,000
  • Owners or executives of established businesses
  • People experiencing a life change such as divorce, loss of a loved one, marriage, second marriage, the sale of a business, or the transition to retirement.

Concierge clients have full access to our team: Amy and Jessica serve as your advisors, Kim is behind the scenes doing para-planning, Jess handles client service and operations and Angela takes care of scheduling and client service. To learn more about our team, click on the "Our Firm" tab above. For clients who want them, we also send weekly market email updates, a complimentary Creative Living magazine subscription, a monthly e-newsletter, and invitations to exclusive client events

The cost for this engagement is $5000 for individuals and starts at $7500 for businesses.