A brief presentation on who benefits from financial planning and who we are and how we work at Minerva Planning Group.

1. Financial Planning and
Wealth Management
An Overview of Who Planning Can Help

2. Who Works with Us
 Majority of clients include:
 Independent consultants and small business owners
 Business executives
 Retirees
 Work with us for one of several reasons, including:
 To establish a plan, or to update an existing plan due in the
face of a life-changing event or challenging market
 Lack the time to maintain a plan and manage their investments
 To offload responsibility for managing portfolio to an advisor
with whom they will maintain a long-term relationship
 Need help in making business and benefit choices, particularly
if they are independent consultants or small business owners

3. Why Our Clients Work with Us
 We’re fee-only
 We sell no commissionable products or services - our
only revenue is from our clients
 We act as fiduciaries
 We have knowledge and experience
 Micah is a CFA Charterholder
 Micah and Renee are working towards the CFP
designation
 We take our time with clients
Each planner works with fewer than 75 clients

Focus on client education


4. How We Work
 We begin with a complimentary consultation by
phone, or in-person
Offers us a chance to understand your needs

Offers you a chance to learn more about us

We create a proposal after the consultation, and

proposal includes scope of engagement and
estimated cost
 Offer a range of services
 Comprehensive planning
 Portfolio design with specific investment
recommendations
 Ongoing planning and investment management
 Address specific questions or topics

5. General Questions
 Can you work remotely?
Yes, if the client is comfortable doing so.

 Is there a minimum asset requirement?
There is no minimum requirement for clients who want a

comprehensive plan. For an ongoing retainer, the
minimum is $500,000 in assets.
 Can you provide a ballpark figure for cost?
That depends upon the service. Our planning fee is

$190/hour, and our retainer fee starts at 1% of the
assets under management.
 How do I learn more?
Visit our website at www.minervapg.com, call us

at 877 881 5379, or e-mail Micah via LinkedIn.