Our "Focused" Package
Whether it's due to cost, time restraints or interest, many Millennials aren't yet ready to work with a financial planner on an ongoing basis.
We believe that everyone deserves access to a CERTIFIED FINANCIAL PLANNER™ and personal wealth coach, regardless of their net worth or budget. Therefore, we've put together a specialized service that focuses on your most important needs.
For an affordable one-time fee, we offer:
A 60-minute video-conference call to understand your circumstances, needs, goals and desires.
- A written follow up document (2-4 pages long) that communicates our recommendations.
- An investment policy statement (IPS) detailing a personalized investment strategy.
- Investment accounts at TD Ameritrade and 6-months of FREE investment management.
- An "implementation" schedule detailing what steps need to be taken to implement our recommendations.
*For a limited time only*