Do-It-Yourself
IDEAL FOR ACCUMULATORS
FREE
Includes all of the following:
- Access to DIY financial planning and education software Savology
- Schedule one-on-one calls for $300/hr
We’ll Do It WITH You
PERFECT FOR VALIDATORS
$3,750 One-Time
$1,500 Quarterly
Includes all of the following:
- Ongoing professional partnership
- Proactive planning and review
- Coordination with all your financial professionals
- Coaching on how to manage your portfolio
- Optional: tax preparation for a separate fee
We’ll Do It FOR You
BEST FOR DELEGATORS
$3,750 One-Time
1% Annually
Includes all of the following:
- All services from the “We’ll do it WITH you" model
- Plus: Professional investment management