01
Kick Start
Assets: $0 – $60,000
Annual Cost: $300 (one-time only)
What’s Included:
- Kick Start Manual
- Access To Our Team
Stages
02
Hands On
Assets: $60,000 – $200,000
Annual Cost: 1% of assets, min. $600
What’s Included:
- Kick Start Manual
- Access To Our Team
- Asset Management
03
Tailor Made
Assets: $200,000 – $400,000
Annual Cost: 1% of assets, min. $2,000
What’s Included:
- Comprehensive Financial Plan every other year
- Access To Our Team
- Asset Management
- Semi-Annual Review
04
Home Stretch
Assets: $400,000 – $600,000
Annual Cost: 1% of assets, min. $4,000
What’s Included:
- Comprehensive Financial Plan every year
- Access To Our Team
- Asset Management
- Semi-Annual Review
- Retirement Enrichment Program
05
Enriched Life
Assets: $600,000+
Annual Cost: 1% AUM (Up to $1 million)
0.8% AUM ($1 million - $2 million)
0.6% AUM ($2 million - $3 million)
0.4% AUM (over $3 million)
min. $6,000
0.8% AUM ($1 million - $2 million)
0.6% AUM ($2 million - $3 million)
0.4% AUM (over $3 million)
min. $6,000
What’s Included:
- Comprehensive Financial Plan every year
- Access To Our Team
- Asset Management
- Semi-Annual Review
- Retirement Enrichment Program
- Credit Protection Program
- Tax Prep
- Estate Planning Documents
Hourly service
Any financial or retirement project billed on an hourly basis. Hourly fee: $300/hr.
One-Time Comprehensive Financial Plan
Our full comprehensive financial plan that is completed for you. We guarantee your satisfaction and approval of all recommendations. If you don’t like it, we’ll fix it, guaranteed. $3,500 one-time.