01
Kick Start
Assets: $0
Annual Cost: $0
What’s Included:
- Kick Start Program
LEAP Stages
02
Hands On
Assets: $250,000 – $500,000
Annual Cost: 1% of assets, min. $2,500
What’s Included:
- Comprehensive Financial Plan Every Other Year
- Access To Our Team
- Asset Management
- Semi-Annual Review
- 20% Discount on Tax Services
03
Tailor Made
Assets: $500,000 – $750,000
Annual Cost: 1% of assets, min. $5,000
What’s Included:
- Comprehensive Financial Plan Every Year
- Access To Our Team
- Asset Management
- Semi-Annual Review
- 50% Discount on Tax Services
04
Home Stretch
Assets: $750,000 – $1,000,000
Annual Cost: 1% of assets, min. $7,500
What’s Included:
- Comprehensive Financial Plan Every Year
- Access To Our Team
- Asset Management
- Semi-Annual Review
- Level 3 Tax Services
- Credit Protection Program
- 20% Discount on Estate Planning Docs
- Retirement Enrichment Program
05
Enriched Life
Assets: $1,000,000+
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. $10,000
0.8% AUM ($1 million - $2 million)
0.6% AUM ($2 million - $3 million)
0.4% AUM (over $3 million)
min. $10,000
What’s Included:
- Comprehensive Financial Plan Every Year
- Access To Our Team
- Asset Management
- Semi-Annual Review
- Level 3 Tax Services
- Credit Protection Program
- Estate Planning Docs
- Retirement Enrichment Program
Hourly Service
Any financial or retirement project billed on an hourly basis. Hourly fee: $350/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. $4,500 one-time.
Tax Services
Level 1
Hourly
Fee: $200/hr
Services:
- Tax work on an hourly basis
Level 2
Tax Preparation
Fee: $400
Services:
- Federal tax return prep
- Up to 2 states
- Represent for IRS follow-up correspondence
- Add-ons at additional cost listed below
Level 3
Tax Management
Fee: $1000 20% Discount: $800*
Services:
- Tax planning
- Tax preparation
- Includes 1 rental property
- Includes 1 small business
- Tax payment management
- Audit defense
- Ongoing CPA access
- 50% discount on below add-ons
* 20% discount if set up for quarterly billing, one-year commitment.
Add-Ons
- Small Business – ($100 – $400) defined as less than 10 employees and filed on Schedule C
- Rental Property – $100 per property
- Casualty Loss – $200
- Additional States (beyond 2) – $100 per state
- Dependent Child’s Return – $100
- Admin Work – $70 per hour (i.e. Organizing receipts, etc.)