Service: Wealth Management
Independent Fee-only Fiduciary Advice to Plan and Protect Your Assets and Legacy
Let us make your finances easy and maximize your goals
Essential or Advanced service to match your situation
Save on taxes, grow your assets, and control your legacy
Essential Wealth Management
What You Can Expect
4 Onboarding Meetings
Discovery, Organization, Goals and Implementation
Cash Flow, Debt Planning & Budgeting
Net Worth and Financial Wellness Tracking
1:1 Business and Career Coaching
Dedicated Support
Anytime access via text, call, email or scheduled meeting
Includes
Monarch Money Account ($120 value)
Income Lab Account ($499 value)
Holistic Financial Plan (1,997 value)
Tax planning analysis ($997 value)
Investment Portfolio Review ($197 value)
Debt Snowball Tracker ($97 value)
Reduced Asset- based Fee (checkout our calculator)
Total Value: $3,907+
Current Price:
$149/month
* First six months upfront+$30/month W/spouse3 spots left at this price
Advanced Wealth Management
What You Can Expect
4 Onboarding Meetings
Discovery, Organization, Goals and Implementation
Cash Flow, Debt Planning & Budgeting
Net Worth and Financial Wellness Tracking
1:1 Business and Career Coaching
Dedicated Support
Anytime access via text, call, email or scheduled meeting
Current Price:
$189/month
* First six paid months upfront+$40/month W/spouse2 spots left at this price
Includes
Monarch Money Account ($120 value)
Income Lab Account ($499 value)
Holistic Financial Plan (1,997 value)
Tax planning analysis ($997 value)
Personalized withdrawal strategy ($647 value)
Small business consulting ($997 value)
Investment Portfolio Review ($197 value)
Debt Snowball Tracker ($97 value)
Reduced Asset- based Fee (checkout our calculator)