Our Financial Life Management Programs
Compare Your Options
The difference is simple: “Planning Only” focuses on advice and decision making .
The “Elite Investor Plan” includes implementation and ongoing oversight as well .
Planning Only Option
We will prepare a comprehensive financial plan for you (no investment management or investment advice).
30-min Consultation Call
For pre-retirees: Our Proprietary Five-Step Retirement Income Process
Comprehensive written financial plan
Goal implementation strategy checklist
Cash needs assessment
Tax Reduction Strategies
Risk reduction assessment
Debt management recommendations
Government benefits maximization plan
Goal Attainment Tracking and Accountability
Estate Planning Strategies
Professional Resource Network
Client Education Events
Financial Event Reminders
Elite Investor
We will prepare a comprehensive financial plan for you AND investment management.
Includes Everything in the Planning Only Option**
PLUS
Unbiased investment management
Risk Tolerance Analysis
Time Horizon and Stress Analysis
Portfolio Allocation Recommendations
Tax efficient investing recommendations
Quarterly Investment Reports
Portfolio Asset Allocation Rebalancing
Tax Gain/Loss Harvesting
Coordination with your other professional advisors, such as accountants, lawyers and insurance professionals
Due Diligence Conferences with Money Managers conducted on your behalf
Investment Fee Audit
Beneficiary Audit
