We Guide You Through Your Financial Journey
Comprehensive Financial Plan Development
From understanding your current financial situation to creating strategies to help grow and protect your wealth, we guide you every step of the way.
Discovery Meeting
Discuss your unique values
Get a clear picture of your personal & financial circumstances
Help you identify & prioritize your goals
1
Provide updates on the development of your financial plan
Gain deeper insights into the information you’ve shared
Ensure we understand your current course of action
2
Rediscovery Meeting
Presentation Meeting
3
Deliver personal financial planning recommendations designed to help you achieve your goals
Review all aspects of your finances including risk management, investments, retirement, estate planning, and cash flow
Discuss the next steps to implement your financial plan
One-Time Fee
Single Person
$1,995
Couples*
$2,995
*Includes both married couples and couples who are in a registered domestic partnership
10% Discount
Available if you have total household net worth of under $5,000,000.
Take the First Step Toward Building Your Financial Future
Ongoing Financial Planning
Quarterly subscription service exclusively for clients who have received a Comprehensive Financial Plan from us
Assist with implementation of financial planning recommendations
Monitor your personal financial health over time
Update your personal financial plan as changes occur
Provide additional custom-tailored financial advice upon request
Quarterly Fee
Single Person
per quarter
$1,995
Couples*
per quarter
$2,995
*Includes both married couples and couples who are in a registered domestic partnership
10% Discount
Available if you have total household net worth of under $5,000,000.
Ready to Start?
Frequently asked questions
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No. However, Mount Ararat Financial Services does not recommend investments in Turkey or Azerbaijan to any of Mount Ararat Financial Services’ retail clients. Mount Ararat Financial Services welcomes relationships with those individuals who do not view this policy as a conflict of interest.
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No. Mount Ararat Financial Services does not have a minimum asset requirement.
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No. Mount Ararat Financial Services never charges any asset-based fees.
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No. Mount Ararat Financial Services does not ever earn any commissions or other forms of sales-related compensation.
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All client meetings are currently taking place virtually via Zoom.
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Each comprehensive financial plan is thoughtfully custom-built by David Nanigian, the Founder and CEO of Mount Ararat Financial Services, for each client. It therefore typically takes Mount Ararat Financial Services two to three months to develop and deliver a financial plan.