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Financial Services for Women

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Financial Style Matters:

Harris & Harris Wealth’s Key Components of a Tailored Approach to Financial Success

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Envision

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Empower

Financial Services for Women HH-Wealth Management

  • Design and construct an overall financial life plan using income and investments as a tool to achieve personal and professional goals
  • Adopt consistent financial habits tailored to your needs that will contribute to and pump up savings
  • Clearly and honestly communicate and customize a couture investment strategy to fit financial and life goals
  • Guide the runway of expectations, spending patterns and behaviors so that emotions are not the driving force of decisions

  • Purposefully craft an asset wardrobe that matches a personalized level of risk, taking full advantage of market volatility
  • Assemble securities to suit the asset wardrobe, taking into account investment type, past performance and economic factors that can influence overall financial return
  • Balance internal costs and fees to maximize purchasing power over time
  • Restyle financial portfolios through rebalancing and redistributing gains

You may ask how do I begin?

Taking the first step can be the hardest. But in order to know where you are going, you have to evaluate where you are now. So go ahead, take the next step.

Do you know if you are on track?

Financial Planning

Step 1.

The Initial Strategy
Meeting

This is when I get to know you both personally and financially. I will learn about your current situation so we can choose what will work best for you.
Thus leading to…

Step 2.

Data Gathering &
Compilation Meeting

Here I will ask you to bring all your financial documentation (I’ll give you a list) so I have all the information I need to customize a financial strategy for you,
so I can…

Step 3.

Review & Evaluate
Information

This is not a meeting. I take this time to review what you have shared and develop a strategy. As I put the pieces to the puzzle together, I may call you with additional questions therefore I can…

Step 4.

Develop Recommendations
& Strategies

This is face-to-face meeting. I present and explain my ideas, strategies, and recommendations for you, and we’ll discuss it until you are satisfied that you understand my recommendations. Then we…
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Step 5.

Implement
Strategies

We will agree upon a schedule for checking in and seeing how our plan is working. Your situation may have changed, the economy may be significantly different, your goals may have changed. This is where we will adjust the strategy if/as needed so it remains perfect for you.
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Step 6.

Review
Progress

We will agree upon a schedule for checking in and seeing how our plan is working. Your situation may have changed, the economy may be significantly different, your goals may have changed. This is where we will adjust the strategy if/as needed so it remains perfect for you.
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Retainer

Our Retainer Details

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  • • A financial plan with a series of “To Dos” that includes a net worth statement, retirement projection, and action checklist.
    • The financial plan includes recommendations in the following areas: cash flow planning, debt repayment, investments, retirement planning, insurance, estate planning and tax planning.
    • Company Retirement Plan Management  – An asset allocation on your 401(k) or work retirement account(s) is included as part of this service.
    • A review of your benefits package on which programs you should choose to maximize your company benefits.
    • Access to a network of other financial professionals such as estate planning attorneys and CPAs.
    • Unlimited email support to help you reach your financial goals even faster.
    • 30 minute follow-up meeting every 3 months to check your progress.
    • 60 minute annual meeting to review your yearly progress.
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For investment advice, this is an additional service outside of the retainer. Learn More

Investment Management

Building and Monitoring a Client’s Couture Investment Plan

Too often, investors focus on the short-term outcome when, in fact, it has very little impact on the long-term results of a well-conceived investment strategy and philosophy.

Below are guiding principles that shape our investment decision-making process in times of market turbulence, enabling us to help clients control their emotions and focus on things that truly matter over the long term.

Financial Services for Women HH-Wealth Management

Create a Portfolio

First, we create a portfolio that is diversified based on specific needs and preferred investment types — national and international stocks and bonds, mutual funds, exchange-traded funds and large-cap and small-cap funds.

Evaluate & Analyze

In performing our due diligence, we evaluate internal costs, past performance, analyze and compare peer to peer investment vehicles, and assess various money managers’ investment strategies while reviewing the risk-adjusted performance.

Purposeful Investments

We take a more purposeful, less rushed approach when purchasing investments, waiting days until the market is down if necessary, then purchasing at specific prices.

Watch the Markets

Because the markets do fluctuate, we wait a minimum of one year before changing out an investment, as performance and price can be affected.

Implement Auto Control Measures

We implement auto control measures to protect the portfolio during market fluctuations.

Adjust Portfolios Systematically

Lastly, we implement regular re-balancing to readjust portfolios to the recommended percentages. Can be done annually or semi-annually.

Our unparalleled Client Solutions utilize leading technologies allowing us to stay connected and help our clients manage the various aspects of their finances.

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Do you truly know about the state of your finances?

Schedule a consultation today

401(k) Millionairess

Are you on course to becoming a “Well-Heeled” 401(k) Millionairess?

Is your 401(k) as diversified as your impeccable shoe collection?

Are you as confident of your investment selections as you are shopping for the next pair of peep-toed heels?

Is your portfolio pumped-up to achieve your desired lifestyle?

If the answer is NO to any of these questions,
then it is time to make a change today!

CONTACT THE EXPERT

Services Include

  • Analysis of current 401(k), TSP, 403(b) or employer’s retirement account
  • Personalized 401(k) Recommendations
  • Assistance with 401(k) Implementation

Initial Strategy Meeting Includes

  • 90 Minute one-on-one session with a CERTIFIED FINANCIAL PLANNER™
  • An in-depth assessment of your current financial situation
  • A discussion of your most pressing financial question
  • Detailed meeting summary of the session
  • Suggestions of a few action steps that you can take to maximize your current situation

Then you make the choice of where the relationship goes from there…..

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Financial Services for Women HH-Wealth Management

Compensation Packages

It’s our goal to create a long-term relationship with you to help you through your financial life.

The Finance ‘n Stilettos Teleconference Series

12 Audio Blogs from The Finance ‘n Stilettos Teleconference Series

$9.99 for Unlimited Access

Listed below are the 12 audio blogs included:
    • Retirement Planning – 3 Questions Women Entrepreneurs Should Consider with Amira Adams
    • Prepare Year Round for Tax Season with Joye Sistrunk
    • What’s It All For? Understanding Legacy Planning with Lauren Roser
    • Time for a Change with Terry Monaghan
    • Capital Caring Hospice with Altonia Garrett
    • Conversation with Natalia Oberti Noguera
    • Personal Branding for Career Transitions with Alyssa Gelbard
    • How to Get to the C-Suite? with Gerri Mason Hal
    • Success Story with Dr. Muriel Howard
    • Achieving Financial Success
    • Interview with Dr. Betty Spence
    • Interview with Renee Baker, Senior Manager at Aberdeen Asset Management

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Finance ‘n Stilettos
Financial Strategy Session

Fee

$2,250

  • 90 Minute one-on-one session with a CERTIFIED FINANCIAL PLANNER™
  • A detailed assessment of your current financial situation
  • A discussion of your most pressing financial question
  • 60-minute session to review written meeting summary and recommendations
  • An action step that you can take to maximize your current situation
  • (All prices can be adjusted based on the complexity of your specific circumstances.)
  • Salary Negotiation Strategy
    Starts at $1,800 plus 5% of salary increase (Example: $3,300 = $1,800 [salary strategy session]+ $1,500 [5% of $30,000 salary increase])
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Specialty
Services

Based on hourly rate $500/hr.

  • 90 Minute Financial Strategy Session
  • Assessment of your current situation with a written proposal of the details of the projected engagement.
  • Analysis and preparation of reports addressing your specific financial circumstances.
  • 60 minute Plan Recommendation Meeting to go through the planning recommendations (written in plain English).
  • During the course of the engagement, a CFP® who you can reach out to via email as your situation changes.
  • Access to other financial professionals to be on your team to help you implement your recommendations.
  • (All prices can be adjusted based on the complexity of your specific circumstances.)
  • Salary Negotiation Strategy
    Starts at $1,800 plus 5% of salary increase (Example: $3,300 = $1,800 [salary strategy session]+ $1,500 [5% of $30,000 salary increase])

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Contact Me Today!

Financial Strategy Programs

Gold Pump Level – $2,370

($197.50/month for non-active employer retirement management services)

Silver Platform Level – $3,927

$327.25/month for financial planning services

Platinum Slingback Level – $7,173

($597.75/month for workplace wealth and financial planning services)

Red Stilettos Level – $9,999.96

($833,33/month for workplace wealth, financial planning, estate planning and tax planning)
  • A financial plan with a series of “To Dos” that includes a net worth statement, retirement projection, and action checklist.
  • The financial plan includes recommendations for: cash flow planning, debt repayment, investments, retirement planning, insurance, estate planning and tax planning.
  • Company Retirement Plan Management – An asset allocation on your 401(k) or work retirement account(s) is included as part of this service.
  • A review of your benefits package on which programs you should choose to maximize your company benefits.
  • Access to a network of other financial professionals such as estate planning attorneys and CPAs.
  • Unlimited email support to help you reach your financial goals even faster.
  • 90 minute Initial Financial Strategy Meeting in person meeting or via video conferencing (Skype or Google Hangouts)
  • 60 minute Plan Recommendation Meeting to go through the planning recommendations (written in plain English).
  • 30 minute follow-up meeting every 3 months to check your progress.
  • 60 minute annual meeting to review your yearly progress.
  • A CFP® who you can reach out to via email as your situation changes.
  • Access to other financial professionals to be on your team to help you implement your recommendations.
  • (All prices can be adjusted based on the complexity of your specific circumstances.)
  • Salary Negotiation Strategy
    Starts at $1,800 plus 5% of salary increase (Example: $3,300 = $1,800 [salary strategy session]+ $1,500 [5% of $30,000 salary increase])
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Contact Me Today!

Investment Management

Price based on Assets Under Management

We actively manage Small Company 401(k)s, SOLO 401(k)s, SIMPLE and SEP IRAs, 401(k)/403(b) rollovers, individual/joint brokerage and trust accounts.

  • Participation in Monthly Morning Cup of Finance Calls
  • Copy of Book
  • Invitation to 1 Private Event
  • Participation in 401(k) allocation program
  • Email access to answer questions
  • Initial 30 minute 1 on 1 call (Annually afterwards)
  • 1 action step you can use now towards your current financial situation

  • For clients with $1,000,000 or more in assets under management, ongoing financial planning will be included in the investment management fee.
  • (All prices can be adjusted based on the complexity of your specific circumstances.)
  • Salary Negotiation Strategy
    Starts at $1,800 plus 5% of salary increase (Example: $3,300 = $1,800 [salary strategy session]+ $1,500 [5% of $30,000 salary increase])

See Full List
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Contact Me Today!

Request a Complimentary Discovery Session

Harris & Harris Wealth Management, LLC
Interested in learning more about Zaneilia Harris and the service offerings of Harris & Harris Wealth? Please use this form to schedule time for an introductory call.

Office Hours : Monday to Friday | 8:30 am - 5:00pm

301-218-0885 | [email protected] | Washington Metro Area