Working with
Motherlode Wealth
Wealth Management packages for individuals, couples, and families of
all stages of life.
What is financial advising?
At Motherlode Wealth, we focus on what is true and real, in the “here and now”. We recognize that this is the most commonly missing piece in the wealth journey for so many. We must be rooted in the reality of the present to be able to move forward and create a different future. Katie Randall, backed by her team with Prime Financial, brings presence and attention to every client, forming a sense of community and village-style support for each family she serves. Financial Advising with Katie is an entirely judgement-free zone to work out your issues with money, no matter how deep. It is a path to multi-generational wealth, and financial peace. Ultimately, Financial Advising is the guiding and supportive, expert care in the area of life that touches, literally, everything else.
The process of working together…
You’ll start with a free Discovery Call with Katie Randall, complete her intake process, and then begin your unique client journey depending on the package that best suits your needs at this time.
Holistic Financial Planning covers a variety of areas of life, and we follow a detailed process with each client to uncover the complete picture of your current financial life, and the best next-steps to help you achieve your dream financial life. No stone is left unturned when we work together, and our highly personal approach means that financial planning becomes an integrated part of the biggest moments of your life.
Your Roadmap to Success with Motherlode Wealth
Ready to begin?
Choose Your Planning Package.
WE OFFER DIFFERENT PACKAGES FOR DIFFERENT FAMILY NEEDS AND STAGES OF LIFE. IF YOU’RE NOT SEEING SOMETHING THAT SUITS YOUR UNIQUE SITUATION, PLEASE CONTACT KATIE DIRECTLY.
FOUNDATIONS$3000/year
-Client Dashboard and Performance System
-Risk Assessment
-Asset Location Analysis
-Investment Review
-Your Prime360 Financial Plan with Customized Observations and Guidance, with DIY Implementation Steps
-Annual Plan Reviews
*Add-ons available for business clarity sessions and/or investment management
MOST
POPULAR!ESSENTIALS$6000/year
All of the Foundations Plan, PLUS:
-Access to Exclusive Educational and Connection Events
-Holistic Prime360 Strategy Priorities and Execution, with Shared Implementation Steps between Client & Advisor
-In-Force Insurance Policy Review
-Estate Planning Document Review
-Semi-Annual Plan Reviews
*Add-ons available for business clarity sessions and/or investment management
ELITE$10,000/year
All of the Foundations + Essentials Plans, PLUS:
-Full Implementation Support
-Detailed Cash Flow Analysis
-Asset + Liquidity Analysis
-Retirement Forecasting Analysis
-Wealth and Lifestyle Protection Analysis
-Legacy Wealth Analysis
-Tax Return Analysis
-Quarterly Plan Reviews
-Direct Connections with Personally Recommended Professional in my Exclusive Referral Network
-Access to my Affiliate Program
*Add-ons available for business clarity sessions and/or investment management
*Investment Management is available for those who desire ongoing oversight of their portfolios, and investment management executed for them. Advisory fees are tiered, based on the scope of assets managed. Please book a discovery call so we can discuss your particular situation.
Add-On Services:
Business Financial X-Ray
When you select this add-on, Katie will “x-ray your business financials”, provide a profit-first assessment and personalized guidance to enhance your profitability and your relationship to the business. Your advisor will also connect you to professionals and resources you need to protect yourself and/or take your business to the next level. This can include (finally!) separating your personal and business matters, setting up a proactive strategy on taxes, protecting your business properly, and considering how to exit your business if/when needed.
Investment Management
With the support of our institutional investment team at Prime Financial, we will invest your portfolio in alignment with your personal goals and risk assessment. We utilize both index-based strategies and actively managed funds, and accredited investors can also access our vetted lineup of private investment opportunities as well. Need help with your active 401k or 403b? We can assist with that as well. Advisory fees are tiered, please inquire for more details:
Want the full Wealth Management Packages breakdown?
Download and review our entire client experience breakdown here:
