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
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
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
