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

​

​