Pricing
One - Time Limited Engagement Services
If you are not ready to engage in an ongoing wealth management relationship, you may find benefits in any of our limited one-time engagement options.
wE WILL HELP YOU WITH
Comprehensive Financial Plan
Whether you have experienced a new job promotion, major life changes, or new business venture, we help you address concerns related to planning for a better tomorrow.
Informed Decision-Making
We help you make informed decisions, define and prioritize your financial goals, whether saving for retirement, or funding education. This clarity may allow you to focus your efforts and resources effectively.
Risk Management
By evaluating potential risks and uncertainties, we help you prepare for unexpected events, such as medical emergencies or job loss, ensuring you have adequate insurance coverage and emergency savings.
Improved Cash Flow
We help create a plan for optimizing your money to better manage your income and expenses more efficiently. This may lead to better budgeting, reduced debt, and increased savings, ultimately improving your overall cash flow.
Improved Tax Profile
By evaluating your prior tax returns, we can help you understand your income and asset tax structure and create a tax-informed strategy for you that outlines how best to deploy your income and asset.
Investment Strategy
We will provide recommendations for an investment strategy tailored to your risk tolerance and time horizon, to help you focus on having your money work harder for you, helping you grow your wealth over time.
Peace of Mind
Knowing you have an estate plan in place can provide peace of mind about your family’s ability to handle life's uncertainties with confidence.
These benefits illustrate how a comprehensive financial plan may help enhance your financial well-being, leave you feeling well-prepared for both opportunities and challenges, and on a clearer path to building wealth.
Starts at $5,400
Retirement Transition Income Plan
You are within 2 years of retiring and want help with addressing your concerns for outliving your assets or not having enough income for a sustainable lifestyle.
We will:
- Analyze your existing assets and what sustainable lifestyle may be achieved
- Devise an income plan that considers your social security strategy, pension, annuity, portfolio, and other income sources.
- Create a tax-informed distribution strategy for you that outlines the sequence of how best to distribute your assets
- Provide investment recommendations to support your retirement income strategy
- Prepare you to address major retirement risks such as inflation, longevity, market sequence, and healthcare costs
Starts at $3,200
New Widowhood Plan Forward
You recently became widowed and want compassionate guidance on navigating the complexities of decisions you need to make within the first 12 months, including the so-called ‘widow penalty’, potential IRMMA surcharges, your concerns for creating a new sustainable lifestyle and more.
We will:
- Prepare an action plan that address the time-sensitive steps you may need to take following the loss of a loved one
- Analyze your existing assets and what sustainable lifestyle may be achieved
- Devise an income plan that considers your insurance payouts, social security strategy, pension, annuity, portfolio, and other income sources.
- Create a tax-informed strategy for you that factors in your new change in tax status, potential IRRMA surcharges, and how best to distribute your assets based on recently changed required minimum distribution laws
- Provide investment recommendations to support your new life goals and income sustainability
- Prepare you to address major retirement risks such as inflation, longevity, market sequence, and healthcare costs
Starts at $2,800
Sudden Wealth Plan
Whether from an inheritance, IPO, real estate or business sale, we help you address concerns for losing your new windfall or not using it wisely to set yourself up for greater financial success
We will:
- Analyze your new windfall along with your current financial statement of assets, debts, and income
- Create a tax-informed strategy for you that outlines how best to deploy your new windfall
- Provide investment recommendations to support your new strategy
- Prepare you to address major risks such as taxes, inflation, longevity, market sequence
Starts at $2,400
Workplace Retirement Savings (401K) Account Guidance
We help you address concerns for how to maximize your current workplace retirement savings, especially if it is your largest asset.
We will:
- Analyze your existing retirement savings, current plan benefits, and investment options
- Conduct a risk profile and analyze your retirements savings alignment with your risk profile and market downturn preparedness
- Provide investment recommendations that considers to align with your future retirement spending goals
- Prepare you to address major retirement risks such as inflation, longevity, market sequence, and healthcare costs
Starts at $850
get started
Take Your First Step Today.
Schedule a 20-minute virtual call to learn how Investably may help you grow and protect sustainable wealth so you may have more confidence and time to enjoy your prosperity.
Virtual calls are by appointment only.
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