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SERVICES: Accountable Financial & Life PLanning

It only counts if you actually make changes

 

Accountable Financial and Life Planning

Working together is the best way to ensure that you not only get smart, customized advice but follow through with making necessary changes to reach your life goals. I create a living financial plan with organized tasks, recommendations and educational information to guide you on the path to success. Together we create the future you desire.


Maintenance Standard Wealth Management

$195 / month

(must start on Standard)

$395 / month

+$750 on-boarding

$695 / month

+$750 on-boarding
Communication
Regular Meetings1x year3x year (+ Kick-Off)3x year (+ Kick-Off)
Monthly Client NewsletterXXX
Email and Phone SupportLimitedUnlimitedUnlimited
Accountability Partner
MonthlyMonthly
Task List + Financial Plan PortalYearly UpdatesMonthly UpdatesMonthly Updates
Financial Planning Topics
- Cash Flow, Budgeting and Savings
- Life Planing and Goal Setting
- Insurance
- Estate Planning
- Education & College Planning
- Tax Planning Strategies
- Retirement Planning 
Annual ReviewInitial Setup + Monthly Updates Initial Setup + Monthly Updates 
Investments
Initial Asset Allocation DesignYesYesYes
Investment Selection
YesYes
Rebalancing RecommendationsAnnuallyAnnuallyMonthly Monitoring
Portfolio Management + Investment Trading

Yes