Educate + Empower + Support
- One-hour complimentary meeting with the Financial Planning team.
- Discussion of your financial position & objectives.
- Determination of the optimal approach for your Financial Planning process.
- Review & Delivery timeline.
- You receive your goal based financial plan, strategies applicable to your situation, and written recommendations based on your stated lifestyle with your accumulated assets and goals (long-term, mid-term, short-term).
- Action Plan detailing out exactly what steps are needed to accomplish your goals. Determination markers are put into place as to when you are to start and complete the tasks.
- Your plan is designed to run on for three years. During the third year, evaluation is done to determine what you need and what you would value for the next three years.
- Two 1-hour meetings during your preferred time of year throughout the three-year period to connect on your Action Plan items.
- Ability to connect, ask questions, obtain one- on-one communication on a topic you would like to know more about.
- Learn what topics apply directly to your situation.
- Open communication via email, phone, and Zoom to answer any questions related to your plan that you may have.
- Follow-up to make sure you have completed or are on track to complete the actions items detailed in your plan.
- Exclusive access to a catalog of educational videos & webinars produced to cover the fundamental concepts of financial well-being.
$2,800 all in pricing for a three-year commitment.