PRICING
SIMPLE FLAT-RATE FEES.
NO PERCENTAGES. NO CONFUSION.
MULTIPLE OPTIONS TO MEET YOUR NEEDS.
MULTIPLE OPTIONS TOMEET YOUR NEEDS.
WHICH SERVICE IS RIGHT FOR YOU?
WHICH SERVICE ISRIGHT FOR YOU?
Do you want to manage your own investments or professional management of your investments?
Do you want a one-time financial plan or continuous/ongoing financial planning?
COMPREHENSIVE FINANCIAL PLANNING
COMPLETE COMPREHENSIVE FINANCIAL PLAN
6 Months of Comprehensive Financial Planning
Complete Personalized Comprehensive Financial Plan
24/7 Access to Your Financial Plan & Client Portals
Unlimited Access to Your Financial Planner/Advisor
Implementation Support
Accountability
Budgeting Tool
Digital Vault Storage
Financial Plan Monitoring
Extended Schedule Availability
Unlimited Phone & Email Support
Weekly Insights Newsletter
6 Months of Comprehensive Financial Planning
Personalized Comprehensive Financial Plan
24/7 Access to Your Financial Plan & Client Portals
Unlimited Access to Your Financial Planner/Advisor
Implementation Support
Accountability
Budgeting Tool
Digital Vault Storage
Financial Plan Monitoring
Extended Schedule Availability
Unlimited Phone & Email Support
Weekly Insights Newsletter
$7,500
$3,750 initial payment, then $625 per month for 6 months
ONGOING COMPREHENSIVE FINANCIAL PLANNING
ONGOING COMPREHENSIVE
FINANCIAL PLANNING
KEEP IT GOING
STAY ON THE RIGHT PATH TOWARD ACHIEVING YOUR GOALS
As your life changes, your financial plan needs to change with it so that you're able to adapt to new financial risks and opportunities. Once your Complete Comprehensive Financial Plan term has ended, you can continue receiving financial planning and investment advice so you stay on track toward achieving your goals.
ONGOING COMPREHENSIVE FINANCIAL PLANNING(for clients who have completed the 6-Month Complete Comprehensive Financial Plan service)
ONGOING COMPREHENSIVEFINANCIAL PLANNING(for clients who have completed the 6-MonthComplete Comprehensive Financial Plan service)
Ongoing Comprehensive Financial Planning
Complete Personalized Comprehensive Financial Plan
24/7 Access to Your Financial Plan & Client Portals
Unlimited Access to Your Financial Planner/Advisor
Implementation Support
Accountability
Keep Your Accounts Where They Are
Manage Your Own Investments
Periodic Review Meetings
Budgeting App
Digital Vault Storage
Financial Plan Monitoring
Extended Schedule Availability
Unlimited Phone & Email Support
Weekly Insights Newsletter
Ongoing Comprehensive Financial Planning
Personalized Comprehensive Financial Plan
24/7 Access to Your Financial Plan & Client Portals
Unlimited Access to Your Financial Planner/Advisor
Implementation Support
Accountability
Keep Your Accounts Where They Are
Manage Your Own Investments
Periodic Review Meetings
Budgeting App
Digital Vault Storage
Financial Plan Monitoring
Extended Schedule Availability
Unlimited Phone & Email Support
Weekly Insights Newsletter
$4,800 Annually
Paid monthly. Cancel anytime with 30-day notice.
ONGOING COMPREHENSIVE FINANCIAL PLANNING
& INVESTMENT MANAGEMENT
ONGOING COMPREHENSIVE
FINANCIAL PLANNING
& INVESTMENT MANAGEMENT
MANAGING YOUR OWN INVESTMENTS ISN'T FOR EVERYONE
MANAGING YOUR OWNINVESTMENTS ISN'T FOR EVERYONE
MANAGING YOUROWN INVESTMENTSISN'T FOR EVERYONE
ESCIENT FINANCIAL CAN MANAGE YOUR INVESTMENTS SO YOU DON'T HAVE TO
ESCIENT FINANCIAL CAN MANAGEYOUR INVESTMENTS SO YOU DON'T HAVE TO
ESCIENT FINANCIAL CANMANAGE YOUR INVESTMENTSSO YOU DON'T HAVE TO
ONGOING COMPREHENSIVE FINANCIAL PLANNING& INVESTMENT MANAGEMENT
Includes everything in Ongoing Comprehensive Financial Planning, plus...
Professional Management of Your Investment Accounts
24/7 Account Access
Digital Experience
Access with Website and Mobile App
Quarterly Performance Reports
Manual or Automatic Rebalancing
Account Monitoring
Automatic Recurring Deposits
Cash Management Account with High Interest APY
FDIC-Insured Cash Management Account
SIPC-Insured Traditional Investment Accounts
FINRA/SIPC Member Traditional Account Custodian
Optional Billing to Traditional Investment Accounts
24/7 Account Access
Digital Experience
Access with Website and Mobile App
Quarterly Performance Reports
Manual or Automatic Rebalancing
Account Monitoring
Automatic Recurring Deposits
Cash Management Account w/ High Interest APY
FDIC-Insured Cash Management Account
SIPC-Insured Traditional Investment Accounts
FINRA/SIPC Member Traditional Custodian
Optional Billing to Traditional Accounts
Traditional Accounts Only
Brokerage, IRA, Roth IRA, SEP IRA, Solo 401(k), Trust, etc.
$10,200 Annually
Paid monthly or quarterly. Plus initial fee of $3,000.
Initial fee waived for existing clients.
Cancel anytime with 30-day notice.
Paid monthly or quarterly.
Plus initial fee of $3,000.
Initial fee waived for existing clients.
Cancel anytime with 30-day notice.
With Digital Asset Accounts
for investing in Bitcoin and other cryptocurrencies*
$15,000 Annually
Paid monthly or quarterly. Plus initial fee of $3,900.**
Initial fee waived for existing clients.
Cancel anytime with 30-day notice.
Paid monthly or quarterly.
Plus initial fee of $3,900.
Initial fee waived for existing clients.
Cancel anytime with 30-day notice.
HOURLY FINANCIAL PLANNING
HOURLY
FINANCIAL PLANNING
Looking for some quick answers or want a review or update to your existing financial plan without a monthly fee?
Hourly financial planning is for you. We'll cover any and all areas you want for a simple hourly rate.
Looking for some quick answers or want a review or update to your existing financial plan without a monthly fee?
Hourly financial planning is for you. We'll cover any and all areas you want for a simple hourly rate.
Looking for some quick answers or want a review or
update to your existing financial plan without a monthly fee?
Hourly financial planning is for you. We'll cover
any and all areas you want for a simple hourly rate.
$300 / Hour
One-hour minimum
Some of the financial planning focus areas that can be covered by hourly financial planning include:
Possibilities & Goal Planning
Cash Flow & Budgeting
Debt Management
Digital Assets & Cryptocurrency*
Insurance Planning
Emergency Fund
Purchasing a Home
Risk Management
Business Planning
Education Savings
Employee Benefits Optimization Social Security
Real Estate Investment Planning
Investment Analysis
Personalized Investment Advice
Investment Education
Retirement Planning
Estate Planning Tax Planning
Possibilities & Goal Planning
Cash Flow & Budgeting
Debt Management
Digital Assets & Cryptocurrency*
Emergency Fund Insurance Planning Net Worth Tracking
Purchasing a Home
Risk Management
Business Planning
Education Savings
Employee Benefits Optimization Social Security
Investment Analysis
Personalized Investment Advice
Investment Education
Real Estate Investment Planning Retirement Planning
Estate Planning Tax Planning
2 WAYS TO GET STARTED
Let's Meet First
Want to learn more about me and tell me more about you to see if we're a good match? That sounds great! Let's meet. Go ahead and click the button below to schedule a meeting right now.
Get Started Immediately
Start Your Journey to Financial Freedom Today!
Start Your Journey to
Financial Freedom Today!
Real financial planning is the right way to go, isn't it? Jump right in, right now, and get started with your financial plan today with a FREE 7-DAY TRIAL, complimentary Real Financial Planning Experience meeting, and review of your current financial situation. There's NO COST and NO OBLIGATION. Click the button below to see how.
