Do-It-Yourself
IDEAL FOR ACCUMULATORS
FREE
Includes all of the following:
- Access to DIY financial planning and education software Savology
We’ll Do It WITH You
PERFECT FOR VALIDATORS
$7,500
Includes all of the following:
- 6-month planning engagement
- 3 formal meetings (discovery, review, and implementation)
- Review all financial documents (tax return, investment statements, estate documents, insurance policies, benefits)
- Create your financial plan
- Coordinate implementation of action items
We’ll Do It FOR You
BEST FOR DELEGATORS
1% AUM
Includes all of the following:
- 1% of assets under management (AUM) is an annual fee paid quarterly in arrears
- Professional investment management services
- Comprehensive financial planning
- Ongoing support, monitoring, and implementation
- Coordination between estate attorney, insurance agent, and tax preparer