Financial
Planning Programs
Through a transformational process, our financial planning programs help you cultivate Life Money Balance™. These programs help you build momentum towards the next phase of Life Money Balance™ (Cardinal) or helps you design and achieve your Life Money Balance™ aspirations (Cornerstone & Compass). Your program is tailored to fit your unique life goals and money resources.
CARDINAL PROGRAM
A financial advice process that considers base-level Life Money Balance™ aspects
Produces a custom summary report that helps you build momentum towards the next phase of Life Money Balance™.
• Domains:
Defined cash/credit/savings
management system with employee
benefits summary.
• Software & app access:
Limited
• Implementation:
Not included
• Engagement period:
3-months
• Service Fee:
$2,000 to $3,200
• Payment schedule:
50% due upon agreement
Balance due upon plan delivery
• Optional Retainer:
Begins monthly after the initial
engagement period
The above fee and service offerings are complexity-based, confined to the engagement
period & defined by the advisory agreement.
Learn about the process
Schedule a call and take a step
towards your Life Money Balance™