Our Q&A
Clarifying the structure of our relationship, pricing models, and how we elevate generational decision-making.
Our interest is the same as yours.
Our goal is to help you become a more independent and confident financial decision maker, with or without us in the future.
You do not have to buy a product or open an investment account to work with us. We meet you where you are, help you understand your choices, and give you the clarity to make better decisions for yourself, your business, and your family.
Our primary service is financial decision making and education. We help individuals, families, and business owners evaluate important decisions and understand how those decisions may affect the people and priorities around them.
When appropriate, clients can also choose to work with us for customized investment management and insurance solutions.
Book a time with us online or email Hello@ongenwealth.com. We will respond within two business days.
You can also follow OnGen on LinkedIn for insights and education.
Financial decision making and planning is provided on a flat fee for service basis, based on factors like number of goals, time-sensitivity, and financial standing.
Investment management and insurance solutions are optional and have separate compensation structures.
Collaborative, educational, and straightforward.
Our goal is not simply for you to trust a professional. It is for you to trust yourself more when making financial decisions.
We bring perspective and ideas, help you understand the tradeoffs, and give you the clarity to move forward with confidence.
Get in touch
The right advisory partner makes the difference between a plan on paper and a plan that actually happens. Reach out and we'll set up time to talk through your situation.
