Continuous and comprehensive planning with modern technology to align your money with your values
Talk with an Ithaca AdvisorAre you a professor seeking to navigate the complexities of financial planning with confidence? We understand the unique financial challenges and aspirations that educators like you face. Having worked as an adjunct professor, I know first hand just how complicated your employer retirement plan can be. Our tailored financial solutions are designed to empower you on your journey towards financial success, allowing you to focus on shaping minds without worrying about your financial future. Whether you need a second opinion on your 403(b) investment allocation, or you simply need help navigating TIAA's investment platform, we're here to help.
We'll help you analyze your investments and allocate your assets.
We get to know more about you and develop an investment plan that matches your goals, time-horizon, and risk-tolerance.
Want to use your wealth to make the world a better place? We'd be honored to help you maximize your impact.
Taxes can be stressful. We'll help you understand and manage your tax liability.
Still working? Already retired? Navigate the next phase with our help.
We can't predict the future, but we can help protect you from the unknown.
We'll help you plan for the future of your family's next generation.
We'll help you establish your legacy and protect your family, now and into the future.
We know that working with a financial advisor is intimidating. So we created a simple 4-step process that makes it easy & approachable:
What was the spark that led you to reaching out? What questions do you have? We'll get to know each other and identify if a good fit, explain process of Ithaca Wealth, and identify next steps.
If you decide that it makes sense to work together, we'll set up a RightCapital account to input financial data. We review everything while considering original conversations & understanding what your values are.
Are there any inconsistencies between what you said in meeting and how you positioned your financials?
In this step, we review plans and offer recommendations. We'll have a frank discussion and tweak inputs/goals accordingly.
We implement any financial/investment recommendations and iterate the plan over time as life happens. This includes constant monitoring of portfolios relative to goals and constant communication about ongoings in markets, economy, personal finance, etc.
This annual all-in fee covers investment management and financial planning services.
Automatically lowers fee by 0.05% after your 2-Year and 5-Year account anniversary.
This blended fee is also lowered based on the size of assets invested
$0 to $1 million = 0.85%
$1 million to $2 million = 0.75%
$2 million to $5 million = 0.65%
>$5 million = 0.45%
