Let’s Help You Get Financially Independent
We offer different levels of services, depending on your individual needs.
Compare Our Services
Financial Planning
Core Elements
$500 / month
Planning for individuals looking to begin their journey.
(4 Meetings + 365 Days of Support)
Financial Snapshot
Account Aggregation
Liquidity Analysis
Budgeting Tools
Monitor Cash Flow
Debt Management
Track Net Worth
Planning Goals
Financial Tasks
Risk Assessment
Asset Allocation Review
Concentrated Position Summary
Portfolio Evaluation
Investment Management*
Education Planning
Retirement Analysis
Stress Test
Secure Online Vault
Asset Management*
Right Planning
$1,500 / month
Planning for pre-retirement and selective business owners.
(4 Meetings + 365 Days of Support)
Everything in the Elements Core Plan, plus
Tax Planning
Equity Compensation Tax Planning
Distribution Strategy
Social Security Optimization
Medicare Assessment
Beneficiary Review
Estate Planning Checklist
Estate Plan Analysis
Establish Your Estate Plan
(A) Last Will & Testament
(B) Living Trust
(C) Advance Health Care Directive
(D) HIPAA Authorization
Legacy Planning
Protection Planning
Insurance Needs Evaluation
Company Benefits Review
Asset Management*
As long as you’re actively subscribed to Core Elements or Right Planning, we’ll manage some of your investments at no extra charge. Here’s how it works:
With Core Elements, we’ll manage up to $500,000 of your investments for free.
With Right Planning, we’ll manage up to $2,000,000 of your investments for free.
Investment Management
Investment Only
0.75% of AUM
Assets Under Management (AUM)
(365 Days of Support)
No Required Asset Minimums
Portfolio Design
Asset Allocation
Investment Selection
Risk Management
Tax Efficiency Strategies
Performance Reporting
Cash & Liquidity Management
Hourly Financial Planning
Flexible Planning
$350 / hour
Pay only for the time you need by the hour.
Customized Support: Address your immediate financial questions or concerns.
Specific Goals: Tackle one-time needs like tax planning, investment analysis, or budgeting.
On-Demand Access: Get help when you need it, without committing to a subscription.
Services
Financial Snapshot Review
Cash Flow Analysis
Investment Portfolio Check-Up
Retirement Plan Evaluation
Tax-Efficient Retirement Strategies
Estate Planning Guidance
Funding Assessment
Financial Decision Making Framework