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Free Financial Evaluation

3 simple steps designed to help you determine if what we do is right for you!

We understand where you are

We learn where you would like to go

We provide recommendations to help you get there

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Free Evaluation - Prairiewood Wealth Management

We are specially equipped to assist individuals and families:

Taxes

Whose largest lifetime expense is taxes and would like to implement planning strategies to reduce their lifelong impact.

Net Worth

Who have accumulated a net worth between $1M-$50M.

Family CFO

Who value having a trusted advisor acting as their Family CFO who can plan and coordinate all areas of their financial life.

Take the First Step Today!

01. Introduction Call

A 15 minute introduction call with one of our Family CFOs to determine if we can help meet your needs.

Schedule Call

02. Discovery Meeting

To provide advice customized to your life, we need to learn who you are and where you would like to go. This 90 minute meeting (available in-person or virtually) gives us a chance to learn more about you; so we can provide solutions you value.

03. Financial Evaluation Review

Once we know where you are and where you would like to go, we will schedule a 60 minute financial evaluation to provide you with our investment recommendations and our assessment of planning strategies that would be beneficial to you.

Never Any Pressure - Take Your Time to Decide

We believe that choosing a financial advisor is an important decision for your family with long-term impacts; so we give you time to consider whether we are the best fit for you.

We are not salesmen. We simply strive to demonstrate the value we believe we can provide to you. Before moving forward, we recommend that you take your Financial Evaluation home, read it, ask us any questions, and then once you have had time to reflect and consider, let us know if you feel our services will meet your needs.

If you decide we are not the best fit for you, no worries. We’re even happy to help connect you with another advisor to see if they may be a better fit for you.

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Still Have Questions?

Can you work with clients who are not from North Dakota or Minnesota?

Yes! While we are located in Fargo, North Dakota, we currently work with clients from across the United States. We use Zoom to host online meetings with clients who work with us remotely.

What if I don’t have $1M-$50M in net worth?

We are committed to investing our time in each of our client relationships. To ensure we are available to you when you need us and are able to spend time serving you in the way you deserve, we have chosen to focus specifically on working with clients who have $1M-$50M in net worth.

Remaining committed to working with these families ensures we can narrow our focus to the specific planning opportunities that are most impactful to these families. It also allows us to manage the number of client relationships that each family CFO is responsible for which ensures we can provide the level of service you deserve.

There are select circumstances where we will work with a family with less than $1M in net worth if we believe we can provide sufficient value in return for a minimum fee. In most cases, these circumstances are limited to small business owners and high-income earners who have not yet been able to accumulate $1M but are well on their way and are experiencing the same challenges around taxes, investing, insurance, and legacy planning.

What are your fees and how are they structured?

We are committed to being a commission-free (fee-only) firm. This means that our only compensation comes directly from you, the client. You never have to wonder if we are receiving additional compensation from a third party for any recommendations we make to you. We are compensated in one of three ways:

Most Clients – An asset-based fee that ranges from 0.5%-1.5% depending on the assets under management. As assets increase, the overall fee as a percentage of assets decreases.
Some Clients – For families whose net worth consists of significant real estate and private business assets who would still like advice regarding those assets, we will determine a fair minimum fee based on the complexity of their financial situation.
Specific Clients – A separate service fee for specific services such as tax preparation or payroll management. We only provide these services to clients who are already wealth management clients and request specific services.

Do you offer an hourly fee or project-based option for individuals who would simply like a one-time financial plan?

Our focus on comprehensive planning with integrated tax planning is designed to create successful outcomes for our clients over their lifetime. The recommendations we provide typically require annual and ongoing actions to achieve the desired results. To facilitate this and help our clients achieve their goals, we do not offer an hourly fee or one-time service option.

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Free Financial Evaluation