Guiding You Toward Financial Independence
Flexible financial planning and investment advice—tailored to your life, goals, and stage
Financial Planning
Momentum Plan
$250 / month
Ideal for individuals initiating their financial journey.
(4 Annual Meetings + 365 Days of Support)
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Personalized Financial Snapshot
Account Aggregation
Liquidity & Emergency Reserve Planning
Budgeting Tools & Cash Flow Monitoring
Net Worth Tracking
Debt Management Guidance
Planning & Prioritizing Financial Goals
Actionable Task Management
Risk Tolerance Assessment
Investment Allocation Review
Concentrated Position Summary
Portfolio Evaluation
Education Planning
Retirement Analysis
Stress Testing & Scenario Planning
Secure Online Document Vault
Optional Investment Management*
Elevation Plan
$375 / month
For professionals, business owners, and those planning retirement.
(4 Annual Meetings + 365 Days of Support)
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Includes all features of the Momentum Plan, plus:
Strategic Tax Planning
Equity Compensation & Stock Options Review
Retirement Distribution Strategies
Social Security Optimization
Medicare Planning & Gap Assessment
Beneficiary Review & Design
Estate Planning Checklist & Readiness
Establish Your Estate Plan
(A) Last Will & Testament
(B) Living Trust
(C) Advance Health Care Directive
(D) HIPAA Authorization
Legacy & Charitable Giving Strategies
Insurance Needs Analysis
Review of Employer & Business Benefits
Optional Investment Management*
Investment Management
Investment Only
Starts at 0.95% of AUM
Assets Under Management (AUM)
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(365 Days of Support)
No Required Asset Minimums
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Portfolio Construction & Customization
Strategic Asset Allocation
Investment Selection & Implementation
Risk Management & Rebalancing
Tax-Efficient Investing
Ongoing Performance Reporting
Cash & Liquidity Management
Hourly Financial Planning
On-Demand Planning
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$175 / hour
Pay-as-you-go support for targeted financial needs.
Customized Support: Addressing time-sensitive questions.
Specific Goals: One-off planning topics like investment reviews, budgeting, or tax planning.
On-Demand Access: Receive support as needed, without a subscription commitment.
Common Focus Areas:
Snapshot & Net Worth
Investment Check - up
Retirement Strategy Review
College & Education Projections
Insurance & Risk Planning
Estate & Legacy Planning
Comprehensive Financial Check-Up
Financial
Check Up
Starts at $1,500
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An in-depth, standalone financial review tailored to two focus areas of your choice.
Includes:
Deep-dive data review
Custom analysis & recommendations
Two-hour review session
90-day engagement window
No Required Asset Minimums
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Potential Areas of Financial Planning
Investment Allocation
Tax Optimization
Insurance Planning
Retirement Forecasting
Equity Compensation Planning
College Funding Strategies
Estate & Legacy Structure