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

Management

-

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

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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