The Blog

This is a continuation of our “How We Work” series. To read our first client case study, click here. Who was the client? Bill and Mary were a married couple with two adult children who had been managing their finances independently for years. As they approached retirement, they realized they needed more specialized guidance to […]

This is a continuation of our “How We Work” series. To read our first client case study, click here. Who was the client? Susan was a single, widowed woman in her late 60s who had previously worked with an AUM advisor. She switched to Daybreak Wealth because she felt her previous advisor was unresponsive to […]

At Daybreak Wealth, we believe in working together with our clients to create a holistic financial planning experience. When we met Joe and Louise, we knew that they had some big financial questions – and they weren’t certain their current advisor was addressing their needs proactively. They felt nervous about leaving money on the table, […]

In the world of financial planning, the way advisors charge for their services can significantly impact your long-term financial success. While many advisors traditionally use an Assets Under Management (AUM) model, charging a percentage of the assets they manage, the flat fee approach represents a modern evolution in financial advisory services that prioritizes transparency and […]