Flat fee based financial planning & wealth Management for
Busy Professionals Retirees Do It Yourselfers

TALK TO A PERSON

Be Empowered to Take Control of Your Financial Future

We’ll teach you how to:
Place trades online for free
Increase your odds of a work optional lifestyle
Invest appropriately for your goals
Structure your investments to save money on taxes

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We offer as much or as little hand holding as you need

Choose your plan:
No commitments
Change or cancel your plan anytime
A Financial Professional in your Corner

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We offer as much or as little hand holding as you need

Active or Passive Investment Strategies
Talk as much or as little as you’d like
Custom advice to your situation

Note to Karl: Please change color scheme of table and font to match i.e. green, etc.

Service

Offering

Pricing

Initial Consultation
-Determine if we can add value
Free
Client Onboarding
-Financial Plan -Ensure appropriate custodian -Assert Allocation Review
$500 (two hour minimum at $250 per hour. Determined on a case-by-case basis. Depends on complexity of financial life)

Passive Investing

– Custom Meeting Calendar
– Only pay for requested time
– Passive investment recommendations

$250 to $1,000 annually

Tactical Investing

– One hour meeting per month
– Active Management
Investment Alerts to your inbox
– Custom portfolio to your goals
– Included limited individual stock recommendations

$500 monthly ($150 per hour for additional hours)
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