Plans

Individual Strategy Session

$49

Need an immediate plan of action to tackle the most urgent aspects of your personal finances?

Whether you want to try e-financial planning for the first time or just need a one-off catch up session, this one-hour session is perfect to review your current financial situation and create a strategy that you can implement immediately.

No subscription.
Pay per session.

Subscription Plans

Level

Monitored Planning (pay monthly)

Monitored Planning (pay annually)

Comprehensive Planning (pay monthly)

Comprehensive Planning (pay annually)

Price $60.00 per Month. $599.00 per Year. $300.00 per Month. $2,400.00 per Year.
  Select Select Select Select
Scheduled Monthly Check-in
Anytime Check-in Calls
Investment Risk Analysis
Portfolio Metric Report
Household Budget Creation and Monitoring
Short Term Goal Assessment
Credit Review
Long Term Goal Assessment
Year-over-Year Cash Flow
Year-over-Year Balance Sheet
“What-If” Modeling
Wills and Trust and POA Review
Simple Business Contracts
Family Meeting Facilitation
  Select Select Select Select

Monitored Planning (pay monthly)

$60.00 per Month.

Scheduled Monthly Check-in
Anytime Check-in Calls
Investment Risk Analysis
Portfolio Metric Report
Household Budget Creation and Monitoring
Short Term Goal Assessment
Credit Review
:

Monitored Planning (pay annually)

$599.00 per Year.

Scheduled Monthly Check-in
Anytime Check-in Calls
Investment Risk Analysis
Portfolio Metric Report
Household Budget Creation and Monitoring
Short Term Goal Assessment
Credit Review
:

Comprehensive Planning (pay monthly)

$300.00 per Month.

Scheduled Monthly Check-in
Anytime Check-in Calls
Investment Risk Analysis
Portfolio Metric Report
Household Budget Creation and Monitoring
Short Term Goal Assessment
Credit Review
Long Term Goal Assessment
Year-over-Year Cash Flow
Year-over-Year Balance Sheet
“What-If” Modeling
Wills and Trust and POA Review
Simple Business Contracts
Family Meeting Facilitation
:

Comprehensive Planning (pay annually)

$2,400.00 per Year.

Scheduled Monthly Check-in
Anytime Check-in Calls
Investment Risk Analysis
Portfolio Metric Report
Household Budget Creation and Monitoring
Short Term Goal Assessment
Credit Review
Long Term Goal Assessment
Year-over-Year Cash Flow
Year-over-Year Balance Sheet
“What-If” Modeling
Wills and Trust and POA Review
Simple Business Contracts
Family Meeting Facilitation
: