Our Pricing & Services Built For Woman
Your financial life has a lot of moving parts: your investments, your taxes, your income, your estate, your insurance, we'll handle all of it in one place.
What's Covered When You Work With Meritage
Here's a look at the nine areas we work across together.
Retirement Planning
We build your retirement paycheck from every source you have.
Investment Management
We manage your portfolio around your goals, timeline, and your best interests.
Estate & Legacy Planning
We teach you estate planning concepts and shares your wishes with your attorney .
Life Transition Planning
We handle the financial side of widowhood and divorce, at your pace.
Tax Planning & Tax Prep*
We work on tax planning year-round, with your CPA to reduce lifetime taxes.
One Point of Contact
As a "financial director" for you, we'll coordinate with your CPA, attorney, and insurance agent.
Cash Flow Planning
We make sure your income, spending, and lifestyle are coordinated.
Insurance Plan Review
We review your coverage with your agent, and make sure it still fits you.
Real Estate Planning
We help you think through buying, selling, or owning property.
*Tax preparation is provided by an independent CPA firm. Meritage may cover these fees at its discretion, with the preparer billing us directly.
Here's How We Are Compensated
We charge an annual advisory fee, a percentage of the assets we manage. We'll walk you through exactly what your fee would be before you ever commit to anything.