$300-400/mo flat fee – Combined planning and investment advisory services.
This profile is typically a younger working professional or couple facing multiple decisions related to building their career, paying down student debt, starting a family, saving for college, buying a home, and potentially re-locating, among other things.
- Vision and goal prioritization discussion
- Step by step plan to build the foundation and habits for future success
- Student loan repayment and/or college saving strategies
- Employer retirement plan recommendations
- Employee benefits review
- Tax return and legal document review
- Cash Flow & Budgeting
- Quarterly review and updates
- Portfolio Management of portfolios up to $999,999
- Mutual accountability via regular “check-ins” and short-term action plans