It All Starts With Your Plan
Aligning Your Money with your life plan
One-time Onboarding $1,500+ initial fee
Managing Investments in Alignment to Your Plan | See Schedule
Ongoing Active Planning Services | Paid Monthly Per Selected Plan
(Active Planning Complimentary for Managed Relationships Exceeding $1 Mil ASSETS UNDER MANAGEMENT)
Cultivate
Wealth
$129
- Foundational Wealth including budgeting, cash flow, personal net worth, retirement forecast, recommended investment plan
- Personal Wealth Dashboard
- Monthly Financial Health Vitals
- Weekly, Monthly, Quarterly Market Insights
- Annual Benefits Review
- Annual Risk Monitoring
- Annual Advisor Meeting (1)
- Annual Financial Plan Update (1)
- 10% Discount for Trust & Wills
Nurture
Wealth
$289
- Foundational Wealth including budgeting, cash flow, personal net worth, retirement forecast, recommended investment plan
- Personal Wealth Dashboard
- Monthly Financial Health Vitals
- Weekly, Monthly, Quarterly Market Insights
- Annual Benefits Review
- Annual Risk Monitoring
- 10% Discount for Trust & Wills
Plus:
- Winter, Spring, Fall Planning (3)
- Annual Tax Profile
- Active Tax Planning Sessions (3)
- Tax-smart Charitable Giving
- Optional Add-on: Estate Planning at $2,500 (avg. value of $4K - 10K)
- Optional Add-on: Business Valuation at $2,500 (avg. value of $5K-16K+)
Harvest
Wealth
$399
- Foundational Wealth including budgeting, cash flow, personal net worth, retirement forecast, recommended investment plan
- Personal Wealth Dashboard
- Monthly Financial Health Vitals
- Weekly, Monthly, Quarterly Market Insights
- Annual Benefits Review
- Annual Risk Monitoring
- Winter, Spring, Fall Planning (3)
- Annual Tax Profile
- Active Tax Planning Sessions (3)
- Tax-smart Charitable Giving
Plus:
- Complimentary Annual Business Valuation
- Ongoing Estate Planning including Annual Estate Snapshot Report plus free Estate Planning documents
- Annual Retirement Monthly Income Management
- Annual 1035 Evaluations
- Annual Social Security Analysis
- Annual Medicare Review
- Roth Conversion Management
- Unlimited Advisor Meetings