Financial Planning Programs
Through a transformational process, our financial planning programs help you cultivate Life Money Balance™.
Your planning program helps you create your life's design and achieve your Life Money Balance™ aspirations.
CARDINAL
CORNERSTONE
COMPASS
$3,500
Individual: $5,900
Couple: $7,900
$10,000 +
Aspects
Fundamental
Extensive
Advanced
Report
Summary
Plan
Plan
Coverage
Summary
Cardinal + Extensive
Cornerstone + Small Business + Advanced
Access
Limited
Implementation
-
Limited
Limited
Period
3 Months
6 Months
9 Months
Payment
40% Down
40% Down
50% Down
The above fee and service offerings are complexity-based, confined to the engagement period & defined by the advisory agreement.
Financial Coaching
Life Money Balance™ one-on-one coaching addresses specific money psychology or money mechanics and informs you with the knowledge that encourages and empowers you to act.
Together, you will build the confidence and skills that facilitate outcomes to improve your life and financial well-being.
$500/ Hr
Hourly services are most suitable for clients that wish to discuss no more than 2 financial planning or coaching topics. Only considers information and documents clients provide during the meetings. Includes general education where implementation is at the discretion of the client. Not typically accompanied by a written summary of observations and recommendations. Payment due at time of scheduling.
Ongoing Service Features
Ongoing Planning
Investment Management
1.0%-2% of household income
Minimum Annual $5,000 Fee
0.80%-0.95% of investment assets
Annual Check-up & Review
Financial Coaching Included
Unlimited Planner Access
Implementation Included
Begins After Initial Engagement
Monthly Payment
Discretionary Management
Ongoing Planning Included
Quarterly Payment
*must select a Financial Planning Program
The above fee and service offerings are complexity-based, confined to the engagement period & defined by the advisory agreement.
Household income forms of earned income including but not limited to: w-2, 1099. schedule c,1120S