Step 1: Choose A Base Plan


Yellow Package: $1000

A financial plan to get you started, includes:

  • Free 45 minute consultation
  • Comprehensive needs analysis including:
    • Budget and savings workup
    • Credit analysis
    • Employee benefits analysis
    • Prior 1 years income tax review*
    • Insurance coverage analysis
    • Retirement preparedness analysis
    • Estate preparedness analysis
  • Ongoing follow up to help you achieve your goals
  • Includes 4, 30-minute follow up calls for future use
Gold Package: $1200

A more detailed financial plan. Yellow plan PLUS:

  • Prior 2 years income tax review*
  • Includes 6, 30-minute follow up calls for future use
  • One basic add-on
Sapphire Package: $2260

Our best package for savings. Yellow plan PLUS:

  • Prior 3 years income tax review*
  • Includes 12, 30-minute follow up calls for future use
  • One complex add-on

 

*Tax Review is free, however any charges for amending return will be assessed based on complexity.


 

Step 2: Choose Your Add-Ons


Basic Add-Ons Starting at $300

Mortgage Refinance Analysis
Student or Auto Loan Analysi
Employee Benefit Enrollment Analysis
Non-Real Estate Purchase Analysis
Debt Consolidation Assistance


Complex Add-Ons Starting at $600

Real Estate Purchase Analysis (Primary / Vacation Residence)
Real Estate Purchase Analysis (Investment Property)
Basic Credit Remediation Assistance
Self-Employment Startup Assistance (business with no employees)


 

Step 3: Ongoing Follow Up


Choose from one of the following:

Monthly retainer $85 / month: Unlimited phone and email access. Ongoing revisions to your plan.

Pay per call $45 / 30 minutes.

Annual plan update $990 flat fee.


 

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