FINTENT
Advisory Solutions (FAS)
Fintent Invest believes the core element to every healthy relationship with money is a grounded mindset.
Our wealth advisory platform designs a personalized mindset management and educational program that helps each client to overcome their money hurdles through knowledge and mindfulness.
The result – a revolutionary personal financial solution that transforms our client’s money decision process, improves their wealth trajectory, and refines their money mindset.
“We are here to support, advise, and partner with our clients on their wealth journey.”
Annelise Li, CFA
Founder & CEO of Fintent Invest
Investment Adviser Representative
CA – Licensed
Description
Fintent Advisory Solutions (FAS) transform our client’s wealth journey through intentional wealth management and personal financial education.
Our FAS program is tailored to each client’s unique wealth requirements, personal educational interests, and money mindset pivots. We partner with each client to build a more grounded relationship with money that is based on knowledge, intention, and mindset. We work with families to translate their values into intentional financial goals and to have those meaningful money conversations with their children.
Unlike a traditional investment advisory firm, Fintent Invest is not an asset gatherer. We want to change how our clients think, and feel about money, investing, and personal finances so they will feel confident in making those everyday money and investing decisions, even without us!
What may you expect as a Fintent Advisory Solutions (FAS) client?
1. Every FAS client starts with an introductory meeting with our registered investment advisor. At this meeting, we want to get to know you as a person. We want to know about your values, your money decision making style, your money history, and your wealth journey. Every client has unlimited access to our proprietary financial planning platform, designed to help our clients to organize and to view their finances in one secured location.
2. During our onBoarding meeting, our advisor will review all the financial information with the client. A more in-depth conversation will take place so our advisor can help our clients to set financial goals with intention and gain a more solid understanding of our client’s money history. We will discuss with our clients how Fintent Invest can best support them on their wealth journey through designing a personalized learning program with their interests in mind.
3. Once the client signs off on the investment proposals through the investment policy statement (IPS), the advisor will begin to implement those investment recommendations. Every FAS client has access to our six proprietary model portfolios designed to generate risk-adjusted returns, income, and to limit capital loss.
4. Our advisor meets every client twice a year to discuss any financial changes, update the original financial plan and IPS, rebalance asset allocations as per the latest IPS, and discuss performance. Quarterly check-ins are available to clients who would like to ask questions about their personalized learning program.
5. In addition to growing our client’s financial assets, Fintent Invest is committed to partnering with our clients to build a more grounded relationship with money. We want to help our clients to better understand their money blind spots and to mitigate those cognitive and emotional roadblocks through mindfulness exercises, intentional goal-setting techniques, and personalized financial content.
Minimum asset under management for Fintent Advisory Solutions service is $250,000.
Free Comprehensive Financial Planning ($3,000 value)
Every new client will receive a comprehensive financial plan that includes:
- Retirement planning
- Educational/college planning
- Generational wealth plan
- Values-based budgeting
- Insurance evaluation
- Current and target asset allocation analysis
- Investment risk assessment
- Cash flow analysis
Start Planning with
a Clear Strategy
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