0
Client Reviews
0.75% to 1.5%
Percentage of Assets (AUM)
$500K
Minimum Annual Income
$500K
Minimum Investible Assets
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Recently divorced woman 45-60 who realize now that the divorce is over, the neverending questions start. "Can I.?..." "What If?..." "How Much?..." Our planning process provides the answer to the financial anxiety you are feeling.
Clients who wouldNOTbe a good fit
You are not a good fit if: 1. You are more interested in the past than the future.
2. You do not value our time or reply to emails.
3. You do not take action.
2. You do not value our time or reply to emails.
3. You do not take action.
Minimum Financial Requirements
Annual Income
$500,000
Investable Assets
$500,000
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.75% to 1.5%
One-Time Financial Planning Fee
$2,500 to $5,000
Subscription
$300 to $600
Meeting Options
In person meetings
Video meetings
Phone
About Phil Telpner
We help our recently divorced female clients answer these three questions.
Can I? (Travel? Pay for college? Send the kids to camp? Keep the house?)
What If? (I can't work, He stops paying, I remarry)
How Much? (Will I need to be financially independent?)
So.....
If you are feeling anxious about your financial future...
If you want to spend your valuable time with the people and things you love..not building a financial plan, investment portfolios, tax planning, or reviewing insurance policies....
Then we can help.
We specialize in working with recently divorced women to maximize their financial health, and co-create a plan for financial independence.
Can I? (Travel? Pay for college? Send the kids to camp? Keep the house?)
What If? (I can't work, He stops paying, I remarry)
How Much? (Will I need to be financially independent?)
So.....
If you are feeling anxious about your financial future...
If you want to spend your valuable time with the people and things you love..not building a financial plan, investment portfolios, tax planning, or reviewing insurance policies....
Then we can help.
We specialize in working with recently divorced women to maximize their financial health, and co-create a plan for financial independence.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
