Financial Planning & Wealth Management
Transparent, fee-based financial guidance built around your life.
Your Personal CFO
At Tanis Financial Group, great financial planning isn’t a one-time event — it’s an ongoing relationship. Whether you’re building a comprehensive plan from scratch or looking for a trusted advisor to manage and grow your existing wealth, TFG provides the clarity, strategy, and accountability that high-achieving women deserve.
As your advisor, Caroline functions as your personal CFO: someone who knows your full financial picture and helps you make confident, informed decisions at every stage of life.
Financial Planning
A financial plan is your roadmap. We start with a deep dive into your complete financial picture and build a custom strategy that evolves with your life.
What's Included
- — Investment strategy & asset allocation
- — Retirement planning & income projections
- — Estate planning coordination
- — Tax reduction & optimization strategies
- — Insurance & risk analysis
- — Education funding planning
- — Cash flow & budgeting optimization
- — Divorce financial analysis (CDFA®)
Investment
$3,500 – $8,900
One-Time Fee
Based on complexity of your financial situation. Includes a comprehensive written financial plan and a full plan presentation meeting.
Financial planning fees are separate from and in addition to any wealth management fees.
Wealth Management
Once your plan is in place, TFG takes the wheel on day-to-day investment management — implementing your strategy, monitoring performance, and adjusting as your life evolves. Fully discretionary, always aligned with your financial plan.
Annual Advisory Fee Schedule
| Assets Under Management | Annual Fee |
|---|---|
| Up to $300,000 — Individuals | $4,500 flat |
| Up to $300,000 — Business Owners | $5,800 flat |
| $300,000 – $1,000,000 | 1.50% |
| $1,000,000 – $2,000,000 | 1.25% |
| $2,000,000 – $3,000,000 | 1.00% |
| $3,000,000 – $5,000,000 | 0.90% |
| $5,000,000 – $10,000,000 | 0.80% |
| $10,000,000 – $20,000,000 | 0.70% |
| $20,000,000+ | Negotiated |
Ready to Build Your Wealth Plan?
Book a complimentary intro call to see if TFG is the right fit for you. No pressure, no pitch — just an honest conversation about where you are and where you want to go.