Personal CFO

 

Silver

$50/mo

  • Support with adding your information
  • Data aggregation of all accounts
  • Access to monthly reports
  • Real person to work one on one with. (response in 48hrs)
  • Access to your online secure vault to all your important documents
  • 1 basic financial planning meeting per year to discuss-
  • insurance needs/ asset allocation on outside held investment accounts/ additional saving strategies/ education planning.

 

 

 


 

$50/mo

Sign up today

Gold

$100/mo

  • Support with adding your information
  • Data aggregation of all accounts
  • Access to monthly reports
  • Real person to work one on one with. (response in 24hrs)
  • Access to your online secure vault to all your important documents  
  • 1 annual comprehensive financial planning meeting-
  • meeting to discuss- debt reduction/ maximizing employee benefits/ insurance needs/ asset allocation on outside held investment accounts/ additional saving strategies/ education planning.

 

 


 

$100/mo

Sign up today

Platinum

$150/mo

  • Support with adding your information
  • Data aggregation of all accounts
  • Access to monthly reports
  • Real person to work one on one with. (response same day)
  • Access to your online secure vault to all your important documents  
  • Semi-annual comprehensive financial planning meetings-
  • meeting to discuss- debt reduction/ maximizing employee benefits/ insurance needs/ asset allocation on outside held investment accounts/ additional saving strategies/ education planning / retirement income planning/ gifting & wealth transfer / tax management/ social security maximization planning
 

$150/mo

Sign up today