It’s never too early to start thinking about all the ways we can set the next generation on a path toward success! That's why we've launched Ignite, which is a low-cost and powerful way to help lay the foundations of building long-term wealth for your next generation. As Warren Buffet often says,
“it is not about timing the market it’s about time IN the market”. 
In other words, because of the power of compounding interest, time can do the heavy lifting if you plan accordingly.

Here’s What They Get:

  • Access to a Certified Financial Planner™ to address questions and keep them on track.
  • Professional investment management and personalized recommendations.
  • Research based investment strategies that feature low cost, diversified investment allocations tilted towards certain dimensions of the market.
  • Ongoing email and phone support for questions.

Process

Your advisor will work with you to explore various strategies that lay the foundation for building wealth for your next generation.

Based on age, goals, and time horizon we design the right portfolio allocation strategy to help set them up for success.

We open accounts on our digital platforms to get your next generation invested. This may be accomplished through opening a Roth IRA, Brokerage Account, 529 College Savings Account, etc.

Accounts can be funded on periodic basis to help them take advantage of long-term compound growth at an early age. We will monitor the strategy, rebalance to take advantage of different market swings, and invest when cash is added.

Frequently Asked Questions

Ignite is exclusively designed for direct family members of current clients of One Degree Advisors who are still building wealth. This plan is not for those close to or in retirement, or those who would be a better fit for comprehensive planning.

Ignite is limited to investment management. If needs evolve, we can graduate to our comprehensive model or provide resources to help.

For those in Ignite, we provide guidance that allows you to use online insurance solutions. We help with acquiring insurance and estate planning coordination for those engaged in our full comprehensive financial planning service.

Ignite seamlessly transitions to our comprehensive financial and investment planning service.

We reach out annually to make sure their strategy is still in alignment with their long-term goals.