AlignedLife

Eventually, new clients will come to work with Santiago because of the life planning and coaching work that we do with clients—I know this will be the case.

I also know that right now this type of work is not what most people think about when it comes to working with a financial advisor. What will bring people to Santiago sooner will be my strengths at helping them address their financial concerns; in other words, financial advice will be why people will initially reach out as they appreciate my views on life, money, and how to address their financial planning.

Prior to today, Santiago did not have an option for clients who weren't in need of the ongoing coaching to work with us. There also wasn't an offramp from the AlignedLife+ relationship for those who still wanted to work with me as their financial advisor, but no longer needed the weekly coaching calls.

Enter AlignedLife.

AlignedLife begins with the same process as AlignedLife+ but transitions into a relationship that looks more like a traditional financial planning relationship. Instead of weekly coaching calls, AlignedLife shifts into semi-annual review meetings with one focusing on updating the financial plan and the other on revisiting the life plan.

Naturally, you still have access to me throughout the year as questions and concerns come up.

Although this will look like a traditional financial planning relationship, it will be anything but traditional. Your plan will still incorporate the alignment of spirit, mind, body, and money. Your plan will still be designed to pursue and evolve with your authentic life. Your plan will still be unique to your values, needs, and goals. And the financial advice relationship will still be more collaborative with us talking through the spreadsheet options and the ones that align with your authentic life.

I'm excited to have this option to help more people and meet them where they are on their Pursuit of their authentic life, and I'm just as excited to have the relationship for AlignedLife+ clients to go into once they've outgrown my coaching, which I honestly hope happens for everyone!

AlignedLife is be $750 a month and 0.35% AUM, if investment management is elected. I contemplated making this an AUM only relationship, but I didn't want to have an investment minimum and I expect clients of Santiago to be allocating their resources to other investments than the traditional investments I will manage for them.

If AlignedLife sounds like the relationship you've been looking for in an advisor, hop on my calendar so we can talk more about what it would look like to work together.

Keep Pursuing,
Justin