Quarterly Flat-fee: $600-$900
This would be for a “young professional” or “young-at-heart professional” earning the most income you ever have and you know now is the time to put together a plan to steward it well.
You are wanting to tune-up your finances with an action-oriented cash-flow savings system.
You may be wanting to jump-start your finances towards achieving financial independence over the next 10 years or less.
Being financially independent means having the margin and the means in your finances to make life decisions without having to enter into debt or being enslaved to your current profession or career. You have freedom, flexibility, and options due to the financial position you’ve created over time.
You may want to incorporate your faith and/or values and your generous giving aspirations into your financial plan.
Quarterly Flat-fee: $900-$1,200
You may be the family that is wanting to take hold and take action of your family’s entire financial picture.
You’re looking to complete important priorities you know need attention, and you welcome guidance and clarification into where to start and how.
You’re most likely earning the most income you ever have and you want to make sure to steward your finances well for the future of your family.
You most likely want like to plan for and be prepared for big financial life events like:
Travel & Family Experiences
Investing & Growing Assets
Protecting Against Major Risk
Quarterly Flat-fee: $1,200-$1,500
This is for someone looking to “put it all together” by hiring the right financial professional to bring clarity, simplicity and confidence to your entire financial picture, including your business profits.
You may value introductions and referrals to good CPAs, Estate Planning & Business Entity Legal Professionals to coordinate and improve your tax savings and increased profits.
You want to ensure you’re business profits and tax planning are being maximized to take care of the people you love and care most about.
You are probably already doing A LOT for your customers & clients, employees and your community and you’ve reached a level of success that you know you need someone to help you protect against your financial blind spots.
You want to make sure you’re being effective and wise with your time and finances for you & your family’s future & legacy.
You want to maximize your impact and give generously to the areas you value.
You may want the option to schedule a one-time financial planning arrangement with a CERTIFIED FINANCIAL PLANNER™ professional to help you get clear and take action on your most pressing concerns & questions.
You may want someone to validate your current ideas or plan and add specific recommendations and input to your specific scenario.
You would value a guided discussion to help you get clear on your goals with an executive summary of action items to do.
Start with a 30 minute complementary introductory phone call. Followed by a 90 minute Zoom video consultation and financial planning deliverable, if we should decide to work together after the initial complementary call. Followed by email correspondence for any follow-up questions and clarification for the next 4-6 weeks.
No Minimum Investment Requirement
We will manage your investment for you in alignment with your financial plan, values, and goals.
We can incorporate your faith-based values into the types of companies you invest in.
We implement long-term strategies using cost-effective, tax-efficient portfolios.
Our Annual Investment Management Pricing Breakpoints:
$0-$100,000 = 1.5%
$100,001-$500,000 = 1.25%
$500,001-$1,000,000 = 1.05%
$1,000,001+ = 0.90%