Pricing Descriptions

Core Plan: Ensure a solid financial foundation with our Core Plan, covering the essentials of Cash Flow, Investment, Insurance, and Retirement. This plan is designed for individuals seeking to build a strong financial foundation with a focused approach to managing their finances, providing a roadmap for building wealth and securing a comfortable retirement.

Comprehensive Plan: Elevate your financial well-being with our Comprehensive Plan, encompassing all aspects of financial planning. With everything from our Core Plan plus Education, Estate, and Tax Planning, this package offers a holistic strategy for those who desire a thorough and personalized approach to managing their wealth. Achieve your short-term and long-term goals with confidence and peace of mind.

Advanced Plan: Experience the pinnacle of financial planning with our Advanced Plan, the ultimate solution covering all eight crucial areas: Cash Flow, Insurance, Investments, Retirement, Education, Estate, Tax, and Business Planning. Tailored for individuals with complex financial portfolios and diverse needs, this plan ensures a meticulous and strategic approach to every facet of your financial life. Maximize your financial potential and plan for a prosperous future with our most comprehensive offering.

Financial Freedom BluePrint: Embark on a personalized financial journey with our Financial Freedom Blueprint – a unique service designed to empower you in taking control of your financial destiny. With full access to our  financial planning software, you'll have the tools to organize your finances, run various scenarios, and perform essential calculations with ease.

Hourly Planning: Gain personalized financial insights at your pace with our Hourly Consultation services. From Cash Flow to Business Planning, our expert financial planners offer targeted advice. Tailor your session to focus on specific areas or opt for a comprehensive review. Take control of your financial future, one hour at a time, with flexible and convenient consultations.

 

CORE

COMPREHENSIVE

ADVANCED

FINANCIAL FREEDOM BLUEPRINT

HOURLY PLANNING

FINANCIAL PLAN

 

 

 

 

 

CASH FLOW PLANNING

 

 

 

 

 

INSURANCE PLANNING

 

 

 

 

 

INVESTMENT PLANNING

 

 

 

 

 

RETIREMENT PLANNING

 

 

 

 

 

EDUCATION PLANNING

 

 

 

 

 

ESTATE PLANNING

 

 

 

 

 

TAX PLANNING

 

 

 

 

 

BUSINESS PLANNING

 

 

 

 

 

INVESTMENT MANAGEMENT

1% ANNUAL FEE

0.6% ANNUAL FEE

INCLUDED

1.5% ANNUAL FEE

1.5% ANNUAL FEE

ESTATE DOCUMENTS PRICING

 

 

INCLUDED

 

 

TAX PREPARATION PRICING

 

 

INCLUDED

 

 

IDEAL FOR CLIENTS

LOOKING TO BUILD A STRONG FOUNDATION

WANTING COMPREHENSIVE PLANNING

LOOKING FOR A TURNKEY SOLUTION

DIYers

WITH ONE TIME PLANNING NEED

MEETINGS

QUARTERLY

QUARTERLY

QUARTERLY

4 HOURS PER YEAR

AS NEEDED

ONBOARDING FEE

$500

$1,000

$1,500

$0

$0

MONTHLY PAYMENT OPTION

$250

$450

$750

$100

$200 PER HOUR

ANNUAL PAYMENT OPTION

$2,500

$4,800

$8,000

$1,000

$200 PER HOUR