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Toward the end of the All the Money Conversation™ there's the following statement, "And there you have it. Any surprises so far?” What does the "it" refer to?

Article ID: 165

Last updated: 20 Nov, 2019

The client will decide what “it” refers to. And it doesn’t really matter whether they view the question from, only the All the Money Conversation™ or the entire Financial Road Map®.

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Is that flat Predictable Minimum Annual Recurring Revenue fee or % of net worth fee in addition to the 1% of AUM that I charge for their investments that we now manage?

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I want to create a concise answer to the question of what do we charge. You mention two things and I can't reconcile them. Either "set a Predictable Minimum Annual Recurring Revenue and honor it for all clients" or "use an annual fee of ____ % of their net worth or assets". These seem very different. I'm fine with charging an initial one-time separate $2500 fee for creating the plan. But on going do I charge a Predictable Minimum Annual Recurring Revenue or % of assets/net worth for the 10 deliverables/3 meeting annual on-going process.

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