Subscription Based Financial Planning Service
Our subscription planning option is a great way for people who like to chose their own funds and manage most of their finances but would like an outside professional opinion and recommendations. They can also be an attractive way for younger investors and families in the accumulation phase (typically with less assets and planning complexity) to get help.
STARTER- $50/mo
Provides up to two 30 minute virtual meetings with the team per year.
Ideal for: the younger investor with minimal investible assets or a DIYer that wants a quick 2nd opinion on less complex planning topics.
INTERMEDIATE- $150/mo
Provides up to two 90 minute meetings with the team per year.
Ideal for: the serious DIY investor with a medium to large asset base and who is closer to retirement than the age they started their first full-time job.
EXPERT- $300/mo
Provides up to four 90 minute meetings with the team per year.
Ideal for: the serious DIY investor with a larger asset base and more complex planning needs. You may own a business and have plan needs tied to it.
Contact us to inquire or sign up for a financial planning subscription