Who We Work With
Our clients are typically:
- In their 30s to 60s — well-established in their careers and ready for strategic, long-term financial guidance.
- Earning $200,000 or more per year, managing $500,000 or more in combined assets — including retirement accounts, investments, savings, and/or inheritance.
- Seeking expert support to simplify their finances and make confident, informed decisions about their future.
- Financially aware and engaged. You know roughly where your money is going — or you're ready to find out. You're curious about how your 401(k), investments, and cash flow fit together and want to learn as you go.
At Savoire Financial, we work best with clients who see financial planning as a collaboration. We partner with individuals, couples, and families. We proudly serve members of the LGBTQ+ community and those who want a planning relationship built on trust, inclusion, and accountability.
Our Fee Structure
Clarity builds confidence. At Savoire, we want you to understand what you're paying for and why — here's what to expect:
- Financial Planning and Advice Fees: Cover the time, expertise, and strategy required to build your personalized plan. This may be charged as a one-time engagement or annually for ongoing planning.
- Investment Management Fee: A percentage-based fee applied to the assets we manage on your behalf. This includes continuous monitoring, adjustments, and strategy updates as your life evolves.
There are no hidden commissions or product sales. Our guidance is independent, transparent, and aligned with your best interests.
Our Process
We keep things simple, structured, and personalized. Here's what to expect once you decide to get to know us via a Discovery Call.
1. Discovery Call — A free, no-obligation 45–60 minute conversation where we get to know you: your goals, values, and current financial picture. This is also your chance to ask us anything.
2. Mutual Fit & Fees — If it feels like a match for both of us, we'll walk through the fees associated with your specific plan and portfolio.
3. Onboarding — Once you decide to move forward, we'll send the necessary paperwork, contracts, and an initial invoice, and request key documents (paystubs, W-2s, financial statements, and account information).
4. Your Plan — Typically within two weeks of receiving all your personal financial documents, we'll build your customized financial roadmap and schedule a call to walk through it together and answer questions.
5. Ongoing Partnership — We're with you as you put the plan into action. As life changes, we adjust and optimize your strategy alongside you, with check-ins scheduled to match your preferred level of service.
Is This You?
Before scheduling a call, ask yourself the questions below. Clients who thrive with Savoire tend to answer "yes" to all of them:
- I'm earning $200,000+ annually and have $500,000 or more in investable assets.
- I want to understand my finances, not just hand them off.
- I'm open to a fee-based planning and investment management relationship — or willing to learn what that means.
- I want an ongoing partnership, not a one-time financial checkup.
- I value working with an inclusive, client-focused firm that prioritizes transparency and trust.