Let’s Get You Where You Want to Be
Personalized planning solutions to address every facet of your wealth.
Our PersonalPath Planning Process
At Mendel Money Management, we approach things differently. Our PersonalPath Planning Process establishes a 360˚ perspective on your unique financial circumstances and outlook for the future. When you work with us, you can relax knowing your wealth is being managed by a time-tested process that revolves around you.
Our process is founded on us adapting our planning and investment efforts on an ongoing basis. This approach ensures we are making progress and staying aligned with your evolving needs, especially during critical life events. Our PersonalPath Planning Process provides the structure and discipline for us to provide you with proper guidance – and for you to stay on course.
There are 2 Ways to Work with Us…. But First:
Step 1
Take your Free Financial Assessment.
Step 2
Meet with One of Our Trusted Advisers.
Step 3
Decide which PersonalPath is Right for You.
Will it be?
PersonalPath Monthly Adviser Access
- Ongoing access to our Elements Software to Assess, Benchmark, & Monitor Your Financial Health
- Personalized Advice at a Reasonable Cost
- Quarterly Progress Reports & Custom Insights from Mendel Money
- Annual Update Calls with Employee Benefits Review
- Have a question? Ask Your Adviser
- $100 per month financial advice subscription fee charged via ACH or credit card with optional investment management charged at 0.75% of AUM
PersonalPath Private Client
- High touch Tax Planning, Estate Planning, Retirement Planning, and Personalized Investment Management
- Proactive Planning & Customized Portfolio of Stocks, Bonds, ETFS and/or Mutual Funds
- Get to Know Your Financial History & Discuss What is Most Important to You
- Meet Regularly with Your Adviser to Keep You on Track
- Define, Refine, & Adjust Financial Goals with Your Adviser Ongoing
- Minimum fee of $7,500 + 1.0% on first $1mn, 0.75% on next $3mn, and 0.5% on any over $3mn (billed quarterly)
Who is this good for?
PersonalPath Monthly Adviser Access
- You don’t want us to invest a significant amount of assets on your behalf
- You want a sounding board from time to time to make major financial decisions
- You aren’t yet ready for our full wealth management services
PersonalPath Private Client
- You have a significant amount of assets you need personally managed
- You’re looking for ongoing 1:1 advice to manage your finances
- You need a financial quarterback to help you manage all elements of your wealth. You have significant complexity that needs more frequent attention
What Will Your PersonalPath Plan Look Like?
Investment Management
We create customized investment strategies designed to align with your financial goals, risk tolerance, and time horizon and adjust as your personal needs evolve.
Work-Optional Lifestyle
Our retirement module is designed to help you achieve a work-optional lifestyle, so you have the financial freedom to choose how to spend your time.
Employee
Benefits
Together we can make the most of your benefits like insurance and stock options, while ensuring they align with your financial goals.
Insurance
We offer advice on life, health, disability, and long-term care insurance, working with your current broker or referring you to professionals who meet our standards.
College Planning
We’ll help you strike the right balance between securing your future retirement and funding a child’s education in a way that works for both you and your family.
Estate Planning
Working closely with your attorney, we provide recommendations to help you make informed decisions about your estate.
Perspective & Guidance for Critical Life Events
Your life is unique, yet we all face many of the same challenges during the journey. Being prepared for critical life events requires perspective and guidance. Our PersonalPath Planning Process arms you with the insights needed to navigate the twists and turns life may bring, so you can triumph and reach your goals.
Want to learn more about our PersonalPath Planning Process? We’re happy to have a call.
Why Work With Us?
Total
Alignment
Through regular reviews and proactive planning, we ensure your financial strategies are addressing both your immediate needs and long-term goals.
Increased Confidence
Our goal is to help you sleep better at night knowing your full financial picture is being cared for by trusted and capable professionals who advocate for your success.
White-Glove Service
No financial decision or task is too big or too small for our team to help you handle. We’ll gladly coordinate with your other professionals, so you can sit back and relax.
Our Insights
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