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
: