Personal CFO

Our Personal CFO program helps clients who are looking for Fee Only Financial Planning without the need for the traditional Advisor relationship. It is a monthly Financial Planning Fee for the advice based on the level of support and how comprehensive the client wants the planning. Contact us below to schedule a FREE CONSULTATION!


 

 

 






 

Silver

 

  • 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
  • Meeting to discuss- Insurance needs/ asset allocation on outside held investment accounts/ additional saving strategies/ education planning.
     

 

 

 


 

$100/mo

Sign up today

Gold

 

  • 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  
  • Meeting to discuss- Debt reduction/ maximizing employee benefits/ insurance needs/ asset allocation on outside held investment accounts/ additional saving strategies/ education planning.
     

 

 


 

$150/mo

Sign up today

 

Platinum

 

  • 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  
  • 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
     


$300/mo

Sign up today