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There's A Plan For Everyone

Plan Comparison

Monitored Investing

$299 /yr. (or $30/month)

  • Initial, Strategic, Annual Reviews
  • Risk Finder
  • Portfolio Review
  • Plan Selection

Monitored Planning

$599 / yr. (or $60/month)

  • All Features from Monitored Investment Plus:
  • Cash Flow
  • Balance Sheet
  • Household Budget

Comprehensive Investing

0.5% - 2.0% Fee Based On AUM

  • All Features From Monitored Planning Plus:
  • Quarterly Reports
  • Tax Loss Harvesting
  • Conflict-of-Interest Free
  • No Transaction Fees
  • No Front or Backend Load Commissions

Comprehensive Planning

$2,400/yr (or $300/month)

  • All Features From Comprehensive Investing Plus:
  • What-if? Models
  • Benefit Review
  • Tax Review
  • Estate Plan
  • Credit Review
  • Family Meetings
Some Of Our Expertise

Everyone's Plan Is A Little Different

Cash Flow Planning

Imagine being able to plan 5, 10, 15 years into the future for all of your major financial goals. Creating a cash flow plan will do exactly this.

Investment Selection

401k, profit sharing plans, IRAs and brokerage accounts. Your company may offer options for retirement plans. We can help you select which are best for you.

Asset Allocation

Your tolerance for risk over reward will dictate the how you should allocate your assets. We have tools to help determine your own risk tolerance and the experience to apply it to your investment portfolio.

Mortgage Planning

Learn the truth about mortgages and how to manage debt.

College Savings

Learn the most modern, efficient methods for saving for college.

Estate Planning

More than just a will, an estate plan can help to protect your loved ones and help them to enjoy the lifestyle you want for them.

Our Blog

Monitored Investing

By admin | Oct 25, 2017

Investing has become needlessly complicated. Many people and firms in our industry create an illusion of a problem with their competitors in order to sell a product that, frankly, doesn’t really do anything for you. You should invest at the intersection of your 1. Risk Tolerance and 2. Time Horizon. This is not a new…

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Monitored Planning

By admin | Oct 25, 2017

According to a 2013 Gallup poll, 70% of Americans do not have a household budget. In families with incomes between $30,000 – $75,000, only 29% have a household budget. In families with an income over $75,000, over 50% do not keep to a budget. That’s shocking. Financial freedom begins with knowing where you stand and determining…

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Comprehensive Investing

By admin | Oct 25, 2017

Our comprehensive investing program is designed to implement the investment plan of the Monitored Investing package in the best client-facing way possible. What does that mean? It means we look at the best way to invest through the eyes of the client and not the quickest way to profit. All firms that do investment management…

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