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https://exhalewealth.com/working-with-us

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1<!DOCTYPE html>
2<html lang="en" class="no-js">
3<head>
4<meta charset="utf-8">
5<meta http-equiv="X-UA-Compatible" content="IE=edge">
6
7<link rel="shortcut icon" href="https://static.twentyoverten.com/62279e5a5b8a79530233b557/favicon/HJ7FoP9wq-favicon.ico" type="image/x-icon">
8
9<meta name="viewport" content="width=device-width,initial-scale=1">
10<meta http-equiv="cleartype" content="on">
11<meta name="robots" content="noodp">
12
13<!-- Title & Description -->
14<title>Working With Us — Exhale Wealth Management  </title>
15<meta name="description"
16content="Life changes don’t always come in 6 month intervals, so whether it&#39;s buying a house or navigating a career change, we&#39;re available any time to help you through major financial decisions.">
17<!-- Open Graph -->
18<meta property="og:site_name" content="Exhale Wealth Management  ">
19<meta property="og:title" content="Working With Us">
20<meta property="og:description" content="">
21<meta property="og:url" content="https://exhalewealth.com/working-with-us">
22<meta property="og:type" content="website">
23
24<meta itemprop="name" content="Working With Us">
25<meta itemprop="description" content="Life changes don’t always come in 6 month intervals, so whether it&#39;s buying a house or navigating a career change, we&#39;re available any time to help you through major financial decisions.">
26<meta itemprop="url" content="https://exhalewealth.com/working-with-us">
27<!-- Twitter Card -->
28<meta name="twitter:card" content="summary_large_image">
29<meta name="twitter:title" content="Working With Us">
30<meta name="twitter:description" content="">
31
32
33<!-- Mobile App Settings -->
34
35<link rel="apple-touch-icon" href="https://static.twentyoverten.com/62279e5a5b8a79530233b557/favicon/HJ7FoP9wq.png">
36
37<meta name="apple-mobile-web-app-capable" content="yes">
38<meta name="apple-mobile-web-app-status-bar-style" content="black">
39<meta name="apple-mobile-web-app-title" content="Working With Us">
40
41<!-- Prefetch -->
42<link rel="dns-prefetch" href="https://static.twentyoverten.com">
43
44<style>
45@import 'https://fonts.googleapis.com/css?family=Space+Mono:700,700i,400,400i|Mulish:400,400i|DM+Sans:400,400i,700,700i|Assistant:400,400i|Prata:000,000i';
46</style>
47<link href="/assets/frameworks/assets/dist/css/global.css" rel="stylesheet">
48<link href="/assets/frameworks/themes/fresnel/3.0.0/assets/dist/css/main.css" rel="stylesheet">
49<link href="/assets/css/custom.css" rel="stylesheet">
50
51<link href="https://assets.calendly.com/assets/external/widget.css" rel="stylesheet">
52
53
54<style>
55/*----Basic Style----*/
56.nobotmargin{margin-bottom:0px;}
57.notopmargin{margin-top:0px;}
58.topmargin {margin-top:20px;}
59.nopadding{padding:0px;}
60.smpadding{padding:10px;}
61.mdpadding{padding:25px;}
62.sppadding{padding:0px 15px;}
63.lgpadding{padding:40px;}
64@media (min-width:820px){.sppadding{padding:0px 15px;}}
65.xlgpadding{padding:70px;}
66.smradius{border-radius:10px;}
67.lgradius{border-radius:20px;}  
68.white h1, .white h2,.white h3{color:white;}
69.white h4, .white p, .white li{color:white; opacity:.8;}
70.black h1, .black h2,.black h3, .black h4, .black p, .black .is-h1{color:#4c4e4d;}
71.black h4, .black p, .black li{ opacity:.8;}
72.black{color:#212121;}
73.stretch{height:100%;}
74.hugbot{margin-bottom:-6rem !important;}
75.hugtop{margin-top:-6rem !important;}
76.hugbotiris{margin-bottom:-5rem;}
77.hugtopiris{margin-top:-5rem;}
78.relative{position:relative;}
79.btn.secondary{border-width:1px;}
80.underline{text-decoration:underline;}
81.row.breakout .col-xs-12 {padding: 1.5rem 3rem;}
82.row.breakout {width: 100vw; position: relative;min-height:400px;left: 50%;right: 50%;margin-left: -50vw;margin-right: -50vw;} 
83img.rounded{
84  border-radius:5px;
85}
86img.circle{
87  border-radius:400px;
88}
89/*--------------------*/
90:root{
91  --green:#57813a;
92  --tgreen:rgba(87,129,58,.1);
93  --tan:#f1eee9;
94  --black:#302f2e;
95  --transb:rgba(48,47,46,.2);
96  --tan2:#eee8df;
97  --green2:#415b30;
98  --gray:#e6e2dd;
99    --tan3:#e6dfd5;
100  --
101}
102
103.page-bg .overlay{
104  background: linear-gradient(0deg, rgba(241,238,233,0.5102415966386555) 0%, rgba(241,238,233,1) 100%);
105}
106#main-navigation>ul>li.active>a::after {
107    display:none;
108}
109/*------TYPE------*/
110#main-navigation>ul>li a {
111  font-size:.6em;
112  background:var(--tgreen);
113  padding:8px 20px;
114  
115}
116#main-navigation>ul>li a:hover {
117  color: var(--tan) !important;
118  background:var(--green);
119  
120}
121h1, h2, .is-h1{
122  line-height:.9em;
123}
124h1, .is-h1{
125
126  letter-spacing:-2px;
127}
128.lineh4{
129 position:relative; 
130 margin:0px 0px 30px;
131}
132.lineh4 > *{
133  position:relative;
134  background: var(--green);
135  color: var(--tan);
136  padding:10px;
137
138  display:inline-block;
139  margin:0px auto 0px 0px;
140  z-index:2;
141  
142}
143.lineh4::after{
144  content:'';
145  position:absolute;
146  left:0;
147  top:calc(50% - 1px);
148  width:100%;
149  border-top:1px solid var(--transb);
150  z-index:1;
151}
152.label{
153  margin:0px;
154}
155.label::after{
156  display:none;
157}
158.graylabel > *{
159  color: var(--tan3);
160  background: var(--black);
161}
162h3.disclaimer{
163  font-size:1em;
164}
165
166
167/*------BTNS & HRS------*/
168hr.spacer{
169  border:none;
170  margin:60px 0px;
171  height:30px;
172}
173
174/*------CALLOUT & DIVS------*/
175.callout{
176  padding:8rem 0px;
177  margin:6rem 0px;
178}
179.callouttan::before{
180  background: var(--tan3);
181}
182.calloutblack::before{
183  background: var(--black);
184}
185.callouttan2::before{
186  background: var(--tan2);
187}
188.box{
189  background: var(--tan2);
190  padding:40px;
191  position:relative;
192}
193.boxcallout{
194  background: var(--black);
195  padding:80px 180px 120px 40px;
196  position:relative;
197  
198  max-width:700px;
199  margin:80px auto;
200}
201.box.small{
202padding:20px;
203}
204.hovershow{
205  opacity:0;
206  transition:400ms ease-in-out all;
207}
208.box:hover .hovershow{
209  opacity:1;
210  transform:translatey(-20px);
211}
212.box i, .front i{
213  color: var(--green);
214  font-size:30px;
215  margin-bottom:15px;
216}
217.box.white i{
218  color: var(--tan);
219}
220.box.static{
221  height:300px;
222  display:flex;
223  flex-direction:column;
224  justify-content:end;
225}
226.spacebetween{
227    display:flex;
228  flex-direction:column;
229  justify-content:space-between;
230  align-content:end;
231}
232.spacebetween i{
233  font-size:20px;
234  text-align:right;
235}
236.green{
237  background: var(--green);
238  color:white;
239}
240.green2{
241  background: var(--green2);
242  color:white;
243}
244.blackb{
245  background: var(--black);
246  color:white;
247}
248.tan2{
249  background: var(--tan2);
250  color: var(--black);
251}
252.tan3{
253  background: var(--tan3);
254  color: var(--black);
255}
256
257.imgbreakout{
258  width:60%;
259  position:absolute !important;
260  margin-right:-180px;
261  margin-bottom:-80px;
262  right:-00px;
263  bottom:0px;
264}
265@media screen and (min-width:820px){
266  .breakleft{
267  width:calc(100% + 150px);
268  /*margin-left:-150px;*/
269  /*margin-top:80px;*/
270}
271 
272}
273/*-------BIOS-------*/
274
275
276/*-------BLOGS--------*/
277
278
279/*-------ADVANCED-------*/
280
281.front,.back{
282  background: var(--tan3);
283  padding:40px;
284  height:300px;
285    display:flex;
286  flex-direction:column;
287  justify-content:end;
288  position:relative;
289}
290.front::after{
291 font-family: "Font Awesome 6 Free"; font-weight: 900; content: "\f061";
292    position: absolute;
293    right: 40px;
294    bottom: 40px;
295    transition: transform 200ms, opacity 200ms;
296    
297 
298}
299
300.short-card.front, .short-card.back {
301    height: 150px;
302}
303
304.short-card.back {
305  justify-content: center;
306  align-items: center;
307}
308
309/*original 4.2*/
310.herotype {
311    animation: typing 2.5s steps(25, end), blink-caret .75s step-end 3.9;
312    overflow: hidden;
313    white-space: nowrap;
314    display: inline-block !important;
315    letter-spacing: 0px;
316     width: 240px;
317}
318
319.overlay h2 {
320  font-size: 4.5rem;
321}
322
323@media (max-width: 820px){
324  .overlay h2 {
325    font-size: 3.5rem;
326  }
327 
328}
329
330/*original = 7.5*/
331.herotype-delay {
332    animation: typing-delay 5.5s steps(25, end), blink-caret-delay .75s step-end 8.3;
333    overflow: hidden;
334    white-space: nowrap;
335    display: inline-block !important;
336    letter-spacing: 0px;
337     width: 460px;
338     /*width: 0;*/
339}
340
341@keyframes typing {
342  from { width: 0 }
343  to { width: 240px }
344}
345/*originial = 0% 50% 70% 100%*/
346
347@keyframes typing-delay {
348  0% { width: 0; opacity: 0;}
349  60% {width: 0; opacity: 0;}
350  65% {width: 0; opacity: 1;}
351  100% { width: 460px; opacity: 1;}
352}
353
354/* The typewriter cursor effect */
355/*@keyframes blink-caret {*/
356/*  from, to { border-color: transparent }*/
357/*  50% { border-color: var(--black); }*/
358/*}*/
359
360/*@keyframes blink-caret-delay {*/
361/*  from, to { border-color: transparent }*/
362/*  50% { border-color: var(--black); }*/
363/*}*/
364
365@keyframes blink-caret {
366  0% { border-color: transparent; }
367  50% { border-right: 5px solid var(--black);}
368  100% { border-color: transparent;
368 border-right: none; }
369}
370
371@keyframes blink-caret-delay {
372  0% { border-color: transparent; }
373  50% { border-right: 5px solid var(--black);}
374  100% { border-color: transparent; border-right: none; }
375}
376
377
378
379@media (max-width:1000px){
380  .hiddenoverflow{
381    white-space:normal;
382    
383  }
384  .herotype{
385    white-space:normal;
386    animation:none;
387    border-right:none;
388  }
389  
390  
391}
392
393/*revision edit*/
394.row.center-xs.center-sm.center-align {
395    align-items: center;
396}
397
398.hoverbox {
399    height: 80px;
400    transition: height 400ms;
401    -webkit-transition: height 400ms;
402    overflow: hidden;
403}
404
405.hoverbox:hover {
406    height: 150px;
407}
408
409.box.green.static.white:hover > .hoverbox,
410.box.blackb.static.white:hover > .hoverbox,
411.box.tan2.static:hover > .hoverbox {
412    height: 150px;
413}
414
415ul.footer-links {
416    list-style: none;
417    padding: 0;
418    margin: 0px 0px 24px 0px;
419}
420
421ul.footer-links li {
422    display: inline;
423    /*text-decoration: underline;*/
424    margin-right: 15px;
425}
426
427/* dashboard styles */
428.editable .toggle-accordion {
429  pointer-events:none;
430}
431.editable .accordion-content {
432  position:relative;
433  display:block!important;
434  border: dashed 2px #aaa;
435}
436.editable .accordion-content::before  {
437  content: 'Accordion Content';
438    display: block;
439    position: absolute;
440    bottom: 100%;
441    right: -1px;
442    background: #333;
443    color: white;
444    font-size: 9px;
445    text-transform: uppercase;
446    font-weight: 600;
447    padding: .5em 1em;
448    border-radius: 4px;
449    border-bottom-left-radius: 0;
450    border-bottom-right-radius: 0;
451    opacity:.7;
452}
453.editable .open-overlay,
454.editable .close-overlay {
455  pointer-events:none;
456}
457.editable .overlay-content {
458    opacity: 1;
459    visibility: visible;
460    position:relative;
461    top:unset;
462    left:unset;
463    width:auto;
464    height:auto;
465    border:dashed 2px #aaa;
466  border-radius:6px;
467  margin:2rem 0;
468}
469.editable .overlay-content::before {
470  content: 'Overlay Content';
471    display: block;
472    position: absolute;
473    bottom: 100%;
474    left: -1px;
475    background: #333;
476    color: white;
477    font-size: 9px;
478    text-transform: uppercase;
479    font-weight: 600;
480    padding: .5em 1em;
481    border-radius: 4px;
482    border-bottom-left-radius: 0;
483    border-bottom-right-radius: 0;
484}
485.editable .overlay-content .overlay-content-wrapper {
486  position:relative;
487  opacity:1;
488  transform: translate3d(0, 0, 0);
489    
490}
491/* end dashboard styles */
492
493/* quote rotator dashboard styles */
494.editable .slick-slider > div {
495   position:relative;
496  border:dashed 2px #aaa;
497  border-radius:6px;
498  padding:1rem;
499  margin:.5rem;
500  /*height:100%;*/
501}
502.editable .slick-slider > div::before {
503  content: 'Slide';
504    display: block;
505    position: absolute;
506    bottom: 100%;
507    left: -1px;
508    background: #333;
509    color: white;
510    font-size: 9px;
511    text-transform: uppercase;
512    font-weight: 600;
513    padding: .5em 1em;
514    border-radius: 4px;
515    border-bottom-left-radius: 0;
516    border-bottom-right-radius: 0;
517}
518
519/* dashboard styles to make the flip cards editable */
520.editable .card.flip {
521  perspective: none;
522  height: auto;
523}
524
525.editable .card.flip .card-content {
526   transform-style: unset;
527   flex-wrap: wrap;
528}
529
530.editable .card.flip:hover .card-content, 
531.editable .card.flip:focus .card-content {
532    transform: none;
533}
534.editable .card.flip .front, 
535.editable .card.flip .back {
536  backface-visibility: visible;
537  transform-style: unset;
538  min-width: auto;
539  position: relative;
540  position: relative;
541  display: block;
542  border: dashed 2px #aaa;
543  margin: 1rem auto;
544  padding: .5rem;
545}
546
547.editable .card.flip .back {
548    transform: none;
549}
550
551.editable .card.flip .front::after, 
552.editable .card.flip .back::after {
553    content: 'Card Front';
554    display: block;
555    position: absolute;
556    bottom: 100%;
557    left: -1px;
558    background: #333;
559    color: white;
560    font-size: 9px;
561    text-transform: uppercase;
562    font-weight: 600;
563    padding: .5em 1em;
564    border-radius: 4px;
565    border-bottom-left-radius: 0;
566    border-bottom-right-radius: 0;
567    opacity:.7;
568}
569
570.editable .card.flip .back::after {
571    content: 'Card Back';
572}
573
574
575/* this is the minimum CSS for the flip card to function */
576.card.flip {
577  -webkit-perspective: 40rem;
578  perspective: 40rem; /* this number can be changed to change how "3D" the flip looks */
579  /*height: 100%;*/
580  display: flex;
581}
582
583.card.flip .card-content {
584  display: flex;
585  -webkit-transform-style: preserve-3d;
586  transform-style: preserve-3d;
587  transition: .7s transform;
588  max-width: 100%;
589}
590
591.card.flip:hover .card-content, 
592.card.flip:focus .card-content {
593  -webkit-transform: rotateY(-180deg);
594  transform: rotateY(-180deg);
595}
596
597.card.flip .front, 
598.card.flip .back {
599  -webkit-backface-visibility: hidden;
600  backface-visibility: hidden;
601  min-width: 100%;
602  transform-style: preserve-3d;
603}
604
605.card.flip .back {
606  -webkit-transform: rotateY(-180deg) translate(100%, 0);
607  transform: rotateY(-180deg) translate(100%, 0);
608}
609
610.fee-modal-border-1 {
611  border: thick double black;
612  border-radius: 5px;
613  padding: 0.3em;
614  background: #FFFFFF;
615  margin: 1em auto;
616}
617
618.fee-modal-border-2 {
619  border: thick double black;
620  border-radius: 5px;
621  padding: 0.3em;
622  background: #E2F0D7;
623  margin: 1em auto;
624}
625
626.fee-modal-border-3 {
627  border: thick double black;
628  border-radius: 5px;
629  padding: 0.3em;
630  background: #D9D9D9;
631  margin: 1em auto;
632}
633
634.fee-modal-border-4 {
635  border-radius: 20px;
636  padding: 1em;
637  background: #3A5824;
638  margin: 1em auto;
639}
640
641.fee-modal-border-4 h3 {
642  color: #FFFFFF;
643  font-size: 1em;
644}
645
646.fee-modal-border-5 {
647  border: 2px solid white;
648  border-radius: 10px;
649  padding: 2em;
650  background: #E2F0D7;
651  margin: 1em auto;
652}
653
654.fee-modal-border-5 p {
655  margin: 1% auto;
656  font-size: 1.5em;
657}
658
659.fee-modal-border-6 {
660  border: 2px solid white;
661  border-radius: 10px;
662  padding: 2em;
663  background: #D9D9D9;
664  margin: 1em auto;
665}
666
667.fee-modal-border-6 p {
668  margin: 1% auto;
669  font-size: 1.5em;
670}
671
672.fee-modal-border-7 {
673  border: 2px solid white;
674  border-radius: 10px;
675  padding: 1em;
676  background: #E2F0D7;
677  margin: 1em auto;
678}
679
680.fee-modal-border-7 p {
681  margin-top: 3.7em;
682  margin-bottom: 3.7em;
683  font-size: 1.5em;
684}
685
686.fee-modal-border-8 {
687  border: 2px solid #DDDDED;
688  border-radius: 50px;
689  padding: 1em;
690  background: #EFEBE2;
691  margin-bottom: 1em;
692}
693
694</style>
695
696<!-- required -->
697<link rel="stylesheet" type="text/css" href="//cdn.jsdelivr.net/npm/[email protected]/slick/slick.css"/>
698<!-- base theme styles, not required -->
699<link rel="stylesheet" type="text/css" href="//cdn.jsdelivr.net/npm/[email protected]/slick/slick-theme.css"/>
700
701<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.1.1/css/all.min.css" />
702<style>
703  ul, ol {
704    margin: 1% auto;
705}
706
707table td {
708      border: none;
709}
710
711table td p {
712      margin: 0;
713}
714</style>
715
716</head>
717
718<body class="standard-page working-with-us has-bg">
719<svg style="position: absolute; width: 0; height: 0; overflow: hidden;" version="1.1"
720xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink">
721<defs>
722<symbol id="icon-facebook" viewBox="0 0 24 24">
723<title>facebook</title>
724<path
725d="M12 0.48c-6.362 0-11.52 5.158-11.52 11.52s5.158 11.52 11.52 11.52 11.52-5.158 11.52-11.52-5.158-11.52-11.52-11.52zM14.729 8.441h-1.732c-0.205 0-0.433 0.27-0.433 0.629v1.25h2.166l-0.328 1.783h-1.838v5.353h-2.044v-5.353h-1.854v-1.783h1.854v-1.049c0-1.505 1.044-2.728 2.477-2.728h1.732v1.897z">
726</path>
727</symbol>
728<symbol id="icon-twitter" viewBox="0 0 24 24">
729<title>twitter</title>
730<path
731d="M12 0.48c-6.362 0-11.52 5.158-11.52 11.52s5.158 11.52 11.52 11.52 11.52-5.158 11.52-11.52-5.158-11.52-11.52-11.52zM16.686 9.917c0.005 0.098 0.006 0.197 0.006 0.293 0 3-2.281 6.457-6.455 6.457-1.282 0-2.474-0.374-3.478-1.020 0.176 0.022 0.358 0.030 0.541 0.030 1.063 0 2.041-0.361 2.818-0.971-0.992-0.019-1.83-0.674-2.119-1.574 0.138 0.025 0.28 0.040 0.426 0.040 0.206 0 0.408-0.028 0.598-0.079-1.038-0.209-1.82-1.126-1.82-2.225v-0.028c0.306 0.169 0.656 0.272 1.028 0.284-0.61-0.408-1.009-1.102-1.009-1.89 0-0.415 0.112-0.806 0.307-1.141 1.12 1.373 2.79 2.275 4.676 2.372-0.040-0.167-0.059-0.34-0.059-0.518 0-1.252 1.015-2.269 2.269-2.269 0.652 0 1.242 0.276 1.656 0.718 0.517-0.103 1.002-0.29 1.44-0.551-0.169 0.529-0.528 0.974-0.997 1.256 0.46-0.056 0.896-0.178 1.303-0.359-0.304 0.455-0.689 0.856-1.132 1.175z">
732</path>
733</symbol>
734<symbol id="icon-instagram" viewBox="0 0 24 24">
735<title>instagram</title>
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744<symbol id="icon-linkedin" viewBox="0 0 24 24">
745<title>linkedin</title>
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749</symbol>
750<symbol id="icon-google" viewBox="0 0 24 24">
751<title>google</title>
752<path
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755</symbol>
756<symbol id="icon-youtube" viewBox="0 0 24 24">
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758<path
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760</path>
761</symbol>
762<symbol id="icon-vimeo" viewBox="0 0 24 24">
763<title>vimeo</title>
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767</symbol>
768<symbol id="icon-tumblr" viewBox="0 0 24 24">
769<title>tumblr</title>
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772</path>
773</symbol>
774<symbol id="icon-yelp" viewBox="0 0 24 24">
775<title>yelp</title>
776<path
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779</symbol>
780<symbol id="icon-rss" viewBox="0 0 24 24">
781<title>rss</title>
782<path
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784</path>
785</symbol>
786<symbol id="icon-email" viewBox="0 0 24 24">
787<title>email</title>
788<path
789d="M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.964,8.063L12.2,12.871a0.419,0.419,0,0,1-.391,0L6.036,8.063H17.964ZM5.2,8.724l4.084,3.4L5.2,15.293V8.724Zm0.87,7.213L10.1,12.8l1.044,0.866a1.341,1.341,0,0,0,1.718,0L13.9,12.8l4.027,3.133H6.07Zm12.73-.644-4.084-3.17,4.084-3.4v6.569Z">
790</path>
791</symbol>
792<symbol id="icon-podcast" viewBox="0 0 24 24">
793<title>podcast</title>
794<path
795d="M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM10.1,7.9a1.9,1.9,0,0,1,3.793,0v3.793a1.9,1.9,0,1,1-3.793,0V7.9Zm2.519,8.03V18H11.378V15.926a4.386,4.386,0,0,1-3.793-4.237H8.652A3.281,3.281,0,0,0,12,14.918a3.281,3.281,0,0,0,3.348-3.229h1.066A4.386,4.386,0,0,1,12.622,15.926Z">
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799<title>phone</title>
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803</symbol>
804<symbol id="icon-blog" viewBox="0 0 24 24">
805<title>blog</title>
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807d="M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9.083,17H7V14.917l6.146-6.146,2.083,2.083Zm7.76-7.76-1.016,1.016L13.745,8.172,14.76,7.156a0.566,0.566,0,0,1,.781,0l1.3,1.3A0.566,0.566,0,0,1,16.844,9.24Z" />
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814<symbol id="icon-brokercheck" viewBox="0 0 100 100">
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817d="M67.057,60.029a2.968,2.968,0,0,0-4.2-.119,19.351,19.351,0,1,1,.8-27.341A2.968,2.968,0,1,0,67.976,28.5a25.288,25.288,0,1,0-1.038,35.728A2.968,2.968,0,0,0,67.057,60.029Z" />
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825<symbol id="icon-brokercheck-color" viewBox="0 0 100 100">
826<title>brokercheck</title>
827<path
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1038
1039
1040<p>60-90 minutes to talk through your financial picture and lay the groundwork for a plan that aligns with your personal goals. Ultimately, this meeting is to make sure there is room for us to add value in your life and ensure a personal connection.</p>
1041<i class="fa-solid fa-angles-right"></i>
1042</div>
1043</div>
1044<div class="col-xs-12 col-sm-6 col-lg-3 nopadding">
1045<div class="lineh4 label ">
1046
1047<h4 class="green2" style="text-align: left;">Get to Work</h4>
1048</div>
1049<div class="box green2 white stretch spacebetween">
1050
1051
1052
1053<p>We combine the details from your financial life to formulate and recommend an action plan for TODAY and the years to follow.</p>
1054<i class="fa-solid fa-angles-right"></i>
1055</div>
1056</div>
1057<div class="col-xs-12 col-sm-6 col-lg-3 nopadding">
1058<div class="lineh4 label ">
1059
1060<h4 class="blackb" style="text-align: left;">Implement</h4>
1061</div>
1062<div class="box blackb white stretch spacebetween">
1063
1064
1065
1066<p>We don't just provide recommendations, we help you take action. Whether that's sharing screens or doing a conference call to assist in the consolidation of your financial accounts - we're here to make sure you feel 100% confident in the actions we're taking to improve your financial life.</p>
1067<i class="fa-solid fa-flag-checkered"></i>
1068</div>
1069</div>
1070</div>
1071<hr class="spacer">
1072<div class="callout">
1073
1074<h2><strong>How We Work With Clients Going forward:</strong>
1075<br>
1076<br>
1077</h2><strong>
1078</strong>
1079<div class="row"><span class="delete-row"></span>
1080<div class="col-xs-12 col-sm-4">
1081<div class="box green2 stretch"><i class="fa-solid fa-handshake"></i>
1082
1083<h3 id="isPasted">Meet 2x per year&nbsp;</h3>
1084
1085<p>&nbsp;We'll use these meetings to make continued progress towards the goals established in our initial meetings, update your goals if they've changed, and deal with any financial issues along the way.</p>
1086</div>
1087</div>
1088<div class="col-xs-12 col-sm-4">
1089
1090<div class="green2 box stretch">
1091<i class="fa-solid fa-clock"></i>
1092
1093<h3 id="isPasted">Ad Hoc Meetings&nbsp;</h3>
1094
1095<p>Life changes don’t always come in 6 month intervals, so whether it's buying a house or navigating a career change, we're available any time to help you through major financial decisions.</p>
1096</div>
1097</div>
1098<!------------>
1099<div class="col-xs-12 col-sm-4">
1100
1101<div class="green2 box stretch">
1102<!-- <i class="fa-solid fa-clock"></i> -->
1103<i class="fa-solid fa-calendar"></i>
1104
1105<h3 id="isPasted">Behind the Scenes&nbsp;</h3>
1106
1107<p>We work throughout the year to implement your investment strategy, manage equity compensation, and coordinate key action items.</p>
1108</div>
1109</div>
1110<!------------>
1111</div>
1112</div>
1113<div class="callout callouttan black hugtop">
1114<div class="row middle-xs">
1115<div class="col-xs-12 col-sm-6">
1116
1117<h2><strong>How Do We Get Compensated:</strong></h2>
1118
1119<p class="is-mb0">We are a fee only advisor, that means what we tell you we are going to get paid is actually what we receive - no hidden commissions from the sale of insurance or investment products.</p>
1120</div>
1121<div class="col-xs-12 col-sm-6">
1122<br><img src="https://static.twentyoverten.com/62279e5a5b8a79530233b557/XB_HY9Frh4-/fee.svg" style="display: block; vertical-align: top; margin: 0px auto; text-align: center;" alt="">
1123</div>
1124</div></div>
1125<hr class="spacer">
1126<div class="lineh4  ">
1127
1128<h4>Fee Model</h4>
1129</div>
1130<!-- <p style="text-align: center; font-size: 1.5em; margin-bottom:1em;"><strong>Fees are meant to reflect the time and services delivered, and grow with the complexity of your life</strong></p>
1131
1132
1133
1134<div class="row"><span class="delete-row"></span>
1135	<div class="col-xs-12 col-sm-12 col-md-2">
1136
1137
1138		<div class="row center-xs"><span class="delete-row"></span>
1139			<div class="col-xs-12 col-sm-4 col-md-12">
1140				<div class="fee-modal-border-1">
1141
1142					<h3 style="text-align: center;">Total
1143						<br>Assets</h3>
1144
1145
1146				</div></div>
1147			<div class="col-xs-12 col-sm-4 col-md-12">
1148				<div class="fee-modal-border-2">
1149
1150					<h3 style="text-align: center;">Annual
1151						<br>Fee</h3>
1152				</div>
1153
1154			</div>
1155			<div class="col-xs-12 col-sm-4 col-md-12">
1156				<div class="fee-modal-border-3">
1157
1158					<h3 style="text-align: center;">% of
1159						<br>Assets<sup>1</sup></h3>
1160
1161				</div>
1162			</div>
1163		</div>
1164
1165		<br>
1166	</div>
1167	<div class="col-xs-12 col-sm-12 col-md-10">
1168
1169
1170		<div class="row"><span class="delete-row"></span>
1171			<div class="col-xs-12 col-sm-6 col-md-3">
1172				<div class="fee-modal-border-4">
1173
1174
1175
1176					<br>
1177
1178					<h3 style="text-align: center;">$500k - $1.5m</h3>
1179
1180
1181					<br>
1182
1183
1184					<div class="row center-xs"><span class="delete-row"></span>
1185						<div class="col-xs-12">
1186							<div class="fee-modal-border-5">
1187
1188								<p style="text-align: center;"><strong>$8,000</strong></p>
1189							</div>
1190						</div>
1191						<div class="col-xs-12">
1192							<div class="fee-modal-border-6">
1193
1194								<p style="text-align: center;"><strong>0.80%</strong></p>
1195							</div>
1196						</div>
1197					</div>
1198				</div>
1199
1200
1201			</div>
1202			<div class="col-xs-12 col-sm-6 col-md-3">
1203				<div class="fee-modal-border-4">
1204					<br>
1205
1206					<h3 style="text-align: center;">$1.5 - $3.0m</h3>
1207					<br>
1208					<div class="row center-xs"><span class="delete-row"></span>
1209						<div class="col-xs-12">
1210							<div class="fee-modal-border-5">
1211
1212								<p style="text-align: center;"><strong>$10,500</strong></p>
1213							</div>
1214						</div>
1215						<div class="col-xs-12">
1216							<div class="fee-modal-border-6">
1217
1218								<p style="text-align: center;"><strong>0.47%</strong></p>
1219							</div>
1220						</div>
1221					</div>
1222				</div>
1223			</div>
1224			<div class="col-xs-12 col-sm-6 col-md-3">
1225				<div class="fee-modal-border-4">
1226
1227					<br>
1228
1229					<h3 style="text-align: center;">$3.0 - $7.0m</h3>
1230					<br>
1231					<div class="row center-xs"><span class="delete-row"></span>
1232						<div class="col-xs-12">
1233							<div class="fee-modal-border-5">
1234
1235								<p style="text-align: center;"><strong>$13,500</strong></p>
1236							</div>
1237						</div>
1238						<div class="col-xs-12">
1239							<div class="fee-modal-border-6">
1240
1241								<p style="text-align: center;"><strong>0.27%</strong></p>
1242							</div>
1243						</div>
1244					</div>
1245				</div>
1246			</div>
1247			<div class="col-xs-12 col-sm-6 col-md-3">
1248				<div class="fee-modal-border-4">
1249					<br>
1250
1251					<h3 style="text-align: center;">&gt; $7.0m</h3>
1252					<br>
1253					<div class="row center-xs"><span class="delete-row"></span>
1254						<div class="col-xs-12">
1255							<div class="fee-modal-border-7">
1256
1257
1258								<p style="text-align: center;"><strong>Custom</strong></p>
1259
1260							</div>
1261						</div>
1262
1263					</div>
1264				</div>
1265			</div>
1266		</div>
1267
1268
1269	</div>
1270</div> -->
1271<div class="row center-xs"><span class="delete-row"></span>
1272<div class="col-xs-12 col-sm-9">
1273
1274<table border="0" cellpadding="0" cellspacing="0" class="is-striped" id="isPasted" width="651"><thead>
1275<tr><th style="background: none; color: rgb(92, 92, 92); border-top: none; border-left: none; border-right: none; border-bottom: 1px solid var(--transb); width: 33.9545%; text-align: left;">
1276
1277<h2><strong>Asset Tier</strong></h2>
1278</th>
1279<th style="background: none; color: rgb(92, 92, 92); border-top: none; border-left: none; border-right: none; border-bottom: 1px solid var(--transb); width: 65.9587%; text-align: left;">
1280
1281<h2><strong>% of Total Assets</strong></h2>
1282</th></tr>
1283</thead>
1284<tbody><tr height="28"><td height="28" style="width: 33.9545%;" width="237">
1285
1286<p>$0 - $1.5 million*</p>
1287</td>
1288<td style="width: 65.9587%;" width="50">
1289
1290<p>0.50% * Minimum Fee of $7,500</p>
1291</td></tr>
1292<tr height="28"><td height="28" style="width: 33.9545%;" width="237">
1293
1294<p>$1.5 - $3.0 million</p>
1295</td>
1296<td style="width: 65.9587%;" width="50">
1297
1298<p>0.40%</p>
1299</td></tr>
1300<tr height="28"><td height="28" style="width: 33.9545%;" width="237">$3.0 - $6.0 million</td>
1301<td style="width: 65.9587%;" width="50">
1302
1303<p>0.30%</p>
1304</td></tr>
1305<tr height="28"><td height="28" style="width: 33.9545%;" width="237">$6.0 - $15.0 million</td>
1306<td style="width: 65.9587%;" width="50">
1307
1308<p>0.20%</p>
1309</td></tr>
1310<tr height="28"><td height="28" style="width: 33.9545%;" width="237"> &gt; $15.0 million</td>
1311<td style="width: 65.9587%;" width="50">
1312
1313<p>custom</p>
1314</td></tr></tbody></table>
1315
1316<p class="disclaimer"><em>Example: a household with $6.0 million of total assets would have an annual fee of $22,500 (0.375% of total assets) calculated as 0.50% on first $1.5 million, 0.40% on next $1.5 million , and 0.30% on final $3.0 million</em></p>
1317</div>
1318
1319</div>
1320<br>
1321<div class="row center-xs"><span class="delete-row"></span>
1322<div class="col-xs-12 col-sm-9">
1323<div class="fee-modal-border-8">
1324
1325<ul style="    font-size: 0.95em;">
1326<li>Total assets refers to all investable assets under advisement, including 401(K)s and vested/liquid company stock; it does not include equity in primary residence or unvested/illiquid company stock
1327<br>
1328</li>
1329<li>Assets are measured in Q4 of each year and fees are updated each January. A flat fee is billed per month for each calendar year based on prior year’s asset values
1330<br>
1331</li>
1332<li>Tax preparation is not included in our fee; however, we provide a $500 credit towards taxes when working with our preferred CPA
1333<br>
1334</li>
1335<li>Incremental custodial fees may apply at discretion of client on specific accounts (typically 0.10% - 0.15% for tax loss harvesting vehicles)
1336<br>
1337</li>
1338<li>
1338Minimum and/or overall fees may be adjusted for complex situations (e.g. higher minimum fee for retirees and business owners)</li>
1339
1340</ul>
1341</div>
1342</div>
1343</div>
1344<!-- <p class="disclaimer">
1345
1346	(1) % of assets based on midpoint of each band
1347</p> -->
1348
1349<p>
1350<br>
1351</p>
1352<!-- <table class="no-borders" style="width: 100%;">
1353	<tbody>
1354		<tr>
1355			<td style="width: 33.3333%; background-color: rgb(230, 223, 213);">
1356				<br>
1357			</td>
1358			<td style="width: 33.3333%; background-color: rgb(230, 223, 213);">
1359
1360				<h3 class="disclaimer">Non-Qualified Accounts (Taxable investment accounts)</h3>
1361			</td>
1362			<td style="width: 33.3333%; background-color: rgb(230, 223, 213);">
1363
1364				<h3 class="disclaimer">Qualified Accounts (IRAs, Roth IRAs, SEP IRAs, etc)</h3>
1365			</td>
1366		</tr>
1367		<tr>
1368			<td style="width: 33.3333%;">First $1,000,000 of total managed assets</td>
1369			<td style="width: 33.3333%;">0.75%</td>
1370			<td style="width: 33.3333%;">0.55%</td>
1371		</tr>
1372		<tr>
1373			<td style="width: 33.3333%;">Assets over $1,000,000 up to $3,000,000</td>
1374			<td style="width: 33.3333%;">0.65%</td>
1375			<td style="width: 33.3333%;">0.45%</td>
1376		</tr>
1377		<tr>
1378			<td style="width: 33.3333%;">Assets over $3,000,000</td>
1379			<td style="width: 33.3333%;">0.55%</td>
1380			<td style="width: 33.3333%;">0.35%</td>
1381		</tr>
1382	</tbody>
1383</table> -->
1384<!-- <br>
1385
1386<table style="width: 100%;">
1387	<tbody>
1388		<tr>
1389			<td style="width: 50%;">First $1,000,000 of Assets Under Advisement</td>
1390			<td style="width: 50%;">0.6%</td>
1391		</tr>
1392		<tr>
1393			<td style="width: 50%;">Over $1,000,000 of Assets Under Advisement</td>
1394			<td style="width: 50%;">0.5%</td>
1395		</tr>
1396	</tbody>
1397</table> -->
1398<!-- <div class="callout black callouttan2">
1399	<div class="row middle-xs"><span class="delete-row"></span>
1400		<div class="col-xs-12 col-sm-4">
1401
1402			<p class="is-h2">
1403				<img class="circle" src="https://static.twentyoverten.com/62279e5a5b8a79530233b557/vSwVv1TC-_t/pexels-gary-barnes-6248557-1.jpg" style="display: block; vertical-align: top; margin: 0px auto; text-align: center;" alt="">
1404			</p>
1405		</div>
1406		<div class="col-xs-12 col-sm-8">
1407
1408			<h4>Fictional Example
1409				<br>
1410				<br>
1411			</h4>
1412
1413			<h2><strong>Alex and Ricki</strong></h2>
1414
1415			<p>Alex works for a large tech firm and receives stock compensation and Ricki is a small business owner. They have $200,000 in their Robinhood account, $300,000 in a brokerage account with Edward Jones and $500,000 in old employer 401ks that they would like to roll over to an IRA. Assuming Exhale manages all their investments, their fee would be structures as follows:</p>
1416
1417			<ul>
1418				<li>Investment management fee of $4,500 / year ($2,500 couple + $1,000 stock comp + $1,000 business owner)</li>
1419				<li>Investment management fee of 0.75% on the $500,000 coming from the Robinhood and Edwards Jones brokerage accounts and 0.55% on the IRA rollover funds.</li>
1420			</ul>
1421		</div>
1422	</div></div> -->
1423
1424<p>
1425<br>
1426</p>
1427<div class="boxcallout blackb white">
1428
1429<h2 class="is-h1">Let’s Talk!</h2>
1430
1431<h4>Email: <a href="mailto:[email protected]">[email protected]</a>
1432<br>
1433<br>
1434<a class="btn" href="https://calendly.com/mattpruitt">Schedule Introductory Meeting</a>
1435</h4>
1436
1437
1438<div class="imgbreakout"><img src="https://static.twentyoverten.com/62279e5a5b8a79530233b557/l-_ES-sdUPz/rafiki.svg" style="display: block; vertical-align: top; margin: 0px auto; text-align: center; width: 386px;" alt=""></div>
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1457
1458<h4>Contact</h4>
1459
1460<p id="isPasted">Email: <a href="mailto:[email protected]">[email protected]</a>
1461<br>
1462<br> We are a virtual practice, working with individuals across the U.S.</p><p>
1463exhale wealth management, llc</p>
1464
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1468
1469<ul class="footer-links">
1470<li><a href="https://adviserinfo.sec.gov/firm/summary/319219" rel="noopener noreferrer" target="_blank">Form ADV</a></li>
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1472</ul>
1473
1474<p class="disclaimer">Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
1475<br id="isPasted">
1476<br>The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.</p>
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1484
1485		<h2><img src="https://static.twentyoverten.com/62279e5a5b8a79530233b557/jsakJcpREIQ/white-Exhale-Logo.png" style="display: block; vertical-align: top; margin: 0px auto; text-align: center;"></h2>
1486	</div>
1487	<div class="col-xs-12 col-sm-4">
1488
1489		<h4>Contact</h4>
1490
1491		<p id="isPasted">Email: <a href="mailto:[email protected]">[email protected]</a>
1492			<br>
1493			<br> We are a virtual practice, working with individuals across the U.S.
1494		</p>
1495
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1498
1499		<ul class="footer-links">
1500			<li><a href="#formADV">Form ADV</a></li>
1501			<li><a href="#privacy">Privacy Policy</a></li>
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1503			<li><a href="#disclosure">Disclosure</a></li>
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1511</p>
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1513	<div class="col-xs-12">
1514
1515		<p class="disclaimer">Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
1516			<br id="isPasted">
1517			<br>The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.</p>
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1545<script src="https://ajax.googleapis.com/ajax/libs/jquery/2.2.4/jquery.min.js"></script>
vendor: 1 bytes, line 1545
1545
1546<script>
1547$('.g-recaptcha').html('');
1548</script>
1548
1549
1550<script src="https://assets.calendly.com/assets/external/widget.js" type="text/javascript"></script>
1550
1551
1552
1553<script src="/assets/frameworks/assets/dist/js/global-2.0.2.js"></script>
vendor: 1 bytes, line 1553
1553
1554<script src="/assets/frameworks/themes/fresnel/3.0.0/assets/dist/js/main-3.0.0.js"></script>
1554
1555
1556<link rel="stylesheet" type="text/css" href="https://static.twentyoverten.com/61c349c107b46b19e1f934c8/vqXNRVj25hH/markup-styles.css"/>
1557<script type="text/javascript" src="https://static.twentyoverten.com/61c349c107b46b19e1f934c8/Px0jTBpgsA/markup-script.js"></script>
1557
1558
1559<script type="text/javascript" src="//cdn.jsdelivr.net/npm/[email protected]/slick/slick.min.js"></script>
vendor: 1 bytes, line 1559
1559
1560<script>
1561/* instantiate slider if logged out*/
1562  if (!window.suppress) { 
1563    $(document).ready(function(){
1564      $('.slick-slider').slick({
1565        /* some starter options */
1566        infinite: true,
1567        dots:true,
1568        arrows:false,
1569        speed:300,
1570        autoplay:true,
1571        autoplaySpeed: 2000,
1572        slidesToShow: 1,
1573        slidesToScroll: 1
1574      });
1575    });  
1576    }
1577  
1578</script>
vendor: 65 bytes, lines 1578-1580
1578
1579
1580<script async src="https://www.googletagmanager.com/gtag/js?id=
1580G-WHZEEPEYKH
vendor: 12 bytes, line 1580
1580"></script>
1581<script>
vendor: 127 bytes, lines 1582-1585
1582window.dataLayer = window.dataLayer || [];
1583function gtag(){dataLayer.push(arguments);}
1584gtag('js', new Date());
1585gtag('config', '
1585G-WHZEEPEYKH
vendor: 4 bytes, line 1585
1585');
1586</script>
1586
1587
1588<!-- tot - Global site tag (gtag.js) - Google Analytics -->
vendor: 64 bytes, lines 1588-1589
1588
1589<script async src="https://www.googletagmanager.com/gtag/js?id=
1589UA-46480539-15
vendor: 12 bytes, line 1589
1589"></script>
1590<script>
vendor: 127 bytes, lines 1591-1594
1591window.dataLayer = window.dataLayer || [];
1592function gtag(){dataLayer.push(arguments);}
1593gtag('js', new Date());
1594gtag('config', '
1594UA-46480539-15
vendor: 4 bytes, line 1594
1594');
1595</script>
1595
1596</body>
1597</html>

Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.