WHERE LIFE PLANNING & FINANCIAL PLANNING COME TOGETHER
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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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.

That's okay.

We believe that everyone deserves access to a CERTIFIED FINANCIAL PLANNERâ„¢ 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*

Any planning needs outside the scope of this deal will be available at an hourly rate.

 
 
 
 
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