Our Services Details

BRONZE
Subscription Details
Strategy
Financial Assessment
Subscription Components
  • Financial Assessment and 30-minute meeting with advisor
  • Online Resources
SILVER
Subscription Details
Your Wealth Stage
Building the Foundation
Your Financial Ratios
Net Worth Is Less Than Annual Income
Strategy
Five Fundamentals of Financial Fitness & Complete Bottom Level of Wealth Pyramid
Subscription Components
  • Financial Assessment and 30-minute meeting with advisor
  • Online Resources
  • Two-Minute Spending Planner
  • Actual Spending
  • Next Steps Financial Plan
  • Interactive Progress Tracker
  • Access to Closed Facebook Mastermind Group
  • Monthly Mastermind Group Coaching
  • Online Educational Content on the 5 "Levers" of Financial Growth You Control
    • Target the growth rate of your Net Worth
    • Targeting the growth of your income
    • Targeting the savings rate
    • Targeting your living expenses
    • Targeting your debt reduction rate
GOLD
Subscription Details
Your Wealth Stage
Early Accumulation
Your Financial Ratios
Net Worth Is 1-3x Annual Income
Strategy
Diversify & Build Second Level of Wealth Pyramid
Subscription Components
  • Financial Assessment and 30-minute meeting with advisor
  • Online Resources
  • Two-Minute Spending Planner
  • Actual Spending
  • Next Steps Financial Plan
  • Interactive Progress Tracker
  • Access to Closed Facebook Mastermind Group
  • Monthly Mastermind Group Coaching
  • Online Educational Content on the 7 "Levers" of Financial Growth You Control
    • Target the growth rate of your Net Worth
    • Targeting the growth of your income
    • Targeting the savings rate
    • Targeting your living expenses
    • Targeting your debt reduction rate
    • Targeting your return on investments
    • Targeting your leverage, or use of good debt, aka People's Money
  • Financial Dreams Calculator
PLATINUM
Subscription Details
Your Wealth Stage
Rapid Accumulation
Your Financial Ratios
Net Worth Is 3-7x Annual Income
Strategy
Focus Risk, Accelerate Growth, Optimize Tax Efficiency & Build Third Level of Wealth Pyramid
Subscription Components
  • Financial Assessment and 30-minute meeting with advisor
  • Online Resources
  • Two-Minute Spending Planner
  • Actual Spending
  • Next Steps Financial Plan
  • Interactive Progress Tracker
  • Access to Closed Facebook Mastermind Group
  • Monthly Mastermind Group Coaching
  • Online Educational Content on the 7 "Levers" of Financial Growth You Control
    • Target the growth rate of your Net Worth
    • Targeting the growth of your income
    • Targeting the savings rate
    • Targeting your living expenses
    • Targeting your debt reduction rate
    • Targeting your return on investments
    • Targeting your leverage, or use of good debt, aka People's Money
  • Financial Dreams Calculator
  • Investment Account Creation and Management
  • Individual Results Coaching Appointments
  • Selected Appointments
    • Annual Portfolio Analysis and Rebalancing
    • 5-Year Wealth Accumulation Plan
DIAMOND
Subscription Details
Your Wealth Stage
Financial Independence
Your Financial Ratios
Investment Portfolio Is 7-25x Living Expenses
Strategy
Transition Stage Reduce Risk, Begin Converting Wealth into Lifetime Inflation Protected Income, Start Doing What You Really Want To Do
Subscription Components
  • Financial Assessment and 30-minute meeting with advisor
  • Online Resources
  • Two-Minute Spending Planner
  • Actual Spending
  • Next Steps Financial Plan
  • Interactive Progress Tracker
  • Access to Closed Facebook Mastermind Group
  • Monthly Mastermind Group Coaching
  • Online Educational Content on the 7 "Levers" of Financial Growth You Control
    • Target the growth rate of your Net Worth
    • Targeting the growth of your income
    • Targeting the savings rate
    • Targeting your living expenses
    • Targeting your debt reduction rate
    • Targeting your return on investments
    • Targeting your leverage, or use of good debt, aka People's Money
  • Financial Dreams Calculator
  • Investment Account Creation and Management
  • Individual Results Coaching Appointments
  • Selected Appointments
    • Annual Portfolio Analysis and Rebalancing
    • 5-Year Wealth Accumulation Plan
    • Retirement Readiness Planning
    • Roth Conversion Planning
    • Personal Development
    • Converting Wealth into Lifetime Income (without an Annuity!)
WEALTH MANAGEMENT
Subscription Details
Sufficient income, wealth, compexity, savings and value to justify cost of traditional Wealth Management Service Agreement
Subscription Components
  • Financial Assessment and 30-minute meeting with advisor
  • Online Resources
  • Two-Minute Spending Planner
  • Actual Spending
  • Next Steps Financial Plan
  • Interactive Progress Tracker
  • Access to Closed Facebook Mastermind Group
  • Monthly Mastermind Group Coaching
  • Online Educational Content on the 7 "Levers" of Financial Growth You Control
    • Target the growth rate of your Net Worth
    • Targeting the growth of your income
    • Targeting the savings rate
    • Targeting your living expenses
    • Targeting your debt reduction rate
    • Targeting your return on investments
    • Targeting your leverage, or use of good debt, aka People's Money
  • Financial Dreams Calculator
  • Investment Account Creation and Management
  • Individual Results Coaching Appointments
  • Selected Appointments
    • Annual Portfolio Analysis and Rebalancing
    • 5-Year Wealth Accumulation Plan
    • Retirement Readiness Planning
    • Roth Conversion Planning
    • Personal Development
    • Converting Wealth into Lifetime Income (without an Annuity!)
    • Year End Tax Planning and Tax Efficiency Strategies
    • Estate Planning: Preparation and Guidance
    • Estate Planning Implementation
    • Special Needs Planning
    • Advanced Asset Protection
    • Tax Managed Portfolio
    • Volatility Managed Portfolio
    • Pension Consulting
    • Accredited Investor Strategies
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