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Melanie A. Husk
AAMS™, AWMA™

Pricing schedule

1.Take Stock Check-Up

  • Hourly Rate: $150 to $250

  • 1-1.5 hour session

2.3-5 virtual sessions (up to 90 minutes)

Starter Package $3,000

  • 3-5 Virtual sessions (1-1.5 hours each)

  • Up to 3 hours of analysis

  • Includes a Net Worth Statement & financial plan

3.Annual Investment Management Fee: Starting at 1.25%

  • Minimum assets under management $150,000

  • Includes one-on-one financial planning

  • No annual account fees, no commissions

  • Unlimited, free trading on stocks and ETF's

  • Low internal expense ratios

4.“Achieving Financial Independence” Educational Group Workshops: $999

  • Providing advice and accountability on all aspects of your financial plan

    • Financial foundation          

    • Risk management and protection

    • Investments & Markets

    • Tax strategies

    • Retirement planning

    • Estate & legacy

  • Interactive exercises and homework

  • 1 hr. one-on-one initial consult

  • 1 hr. one-on-one wrap-up session

  • (6) Educational lessons

  • (6) 30 min. accountability follow up calls

  • 6 Week program

  • Networking

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