Personal Finance Planning Program
Get Financial Planning and Professional Management for less than the price of your morning coffee each day.
Many people mistakenly believe that hiring a personal financial advisor is something they can't afford to do. Depending on where you go... that may be true. However, when you hire an advisor that utilizes technology and the power of the internet, you now have the ability to get the professional advice you need to be successful at a price anyone can afford.
Worried about your age? We have clients in their early 20's all the way to 87, you can have $2 million in investments or be a total beginner with none and we'll still work with you! As long as you're serious about planning for a successful financial life... we welcome you here.
The cost for 12-months of Professional Management is as low as $20.84/month. That's only $.68 cents a day!
Now That’s Affordable Peace of Mind
There are two Financial Planning options to choose from; Option A and Option B, not too complicated is it? It just depends on what your personal needs are.
Here's a list of the services you will receive in each package;
Option 1
Retirement Plan Advice and Comprehensive Financial Planning
$50.00/month or $500.00/year
Option 2
Retirement Plan Advice Only (Want to dip your toe in the water with just the investments?)
Think of this program as a "Quick Start" entry into planning. You can always upgrade later.
Get Financial Planning and Professional Management for less than the price of your morning coffee each day.
Many people mistakenly believe that hiring a personal financial advisor is something they can't afford to do. Depending on where you go... that may be true. However, when you hire an advisor that utilizes technology and the power of the internet, you now have the ability to get the professional advice you need to be successful at a price anyone can afford.
Worried about your age? We have clients in their early 20's all the way to 87, you can have $2 million in investments or be a total beginner with none and we'll still work with you! As long as you're serious about planning for a successful financial life... we welcome you here.
The cost for 12-months of Professional Management is as low as $20.84/month. That's only $.68 cents a day!
Now That’s Affordable Peace of Mind
There are two Financial Planning options to choose from; Option A and Option B, not too complicated is it? It just depends on what your personal needs are.
Here's a list of the services you will receive in each package;
Option 1
Retirement Plan Advice and Comprehensive Financial Planning
- Investment advice, portfolio monitoring, 401k, 403b, 457
- Quarterly or as needed, rebalancing recommendations
- Money Guide Pro Financial Plan (reviewed annually)
- Guide Financial Portal Subscription
- (3) 15 minute quarterly phone call meetings
- (1) Annual face to face meeting, or for convenience (FaceTime, Skype)
- Unlimited Email Support
$50.00/month or $500.00/year
Option 2
Retirement Plan Advice Only (Want to dip your toe in the water with just the investments?)
Think of this program as a "Quick Start" entry into planning. You can always upgrade later.
- Investment advice, portfolio monitoring, 401k, 403b, 457
- Quarterly or as needed, rebalancing recommendations
- Guide Financial Portal Subscription
- (4) 15 minute quarterly phone call meetings
- Unlimited Email Support