Financial Management Services
The first step to achieving Financial Independence and Peace of Mind is to choose one of our services.
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Do It Yourself
FINANCIAL MAP
$49 one time
Financial Map Assessment
Advisor Assisted
PORTFOLIO MANAGEMENT
Advanced Wealth
Building Strategies
Advisor Delegated
WEALTH
MANAGEMENT
from $ 15,000/year
Unlimited Retainer
| | FINANCIAL MAP | NEXT
STEPS | FINANCIAL
LIFEPLAN | PORTFOLIO
MANAGEMENT | WEALTH
MANAGEMENT |
|---|
| Financial Map Assessment | | | | | |
| Online Resources | | | | | |
| Two-Minute Spending Planner | | | | | |
| Actual Spending | | | | | |
| Financial Dreams Calculator | | | | | |
| Next Steps Financial Plan | | | | | |
| Interactive Progress Tracker | | | | | |
| Financial Lifeplan | | | | | |
| Investment Account Creation and Management | | | | | |
| Individual Results Coaching Appointments | | | | 2-4 | Unlimited |
| Selected Appointments | | | | | |
| Annual Portfolio Analysis and Rebalancing | | | | | |
| 5-Year Wealth Accumulation Plan | | | | | |
| Tax Planning and Tax Efficiency Strategy | | | | | |
| Insurance and Risk Management | | | | | |
| Retirement Readiness Planning | | | | | |
| Roth Conversion Planning | | | | | |
| Personal Development | | | | | |
| Converting Wealth into Lifetime Income (without an Annuity) | | | | | |
| Estate Planning: Preparation and Guidance | | | | | |
| Estate Planning Implementation | | | | | |
| Special Needs Planning | | | | | |
| Advanced Asset Protection | | | | | |
| Tax Managed Portfolio | | | | | |
| Volatility Managed Portfolio | | | | | |
| Pension Consulting | | | | | |
| Accredited Investor Strategies | | | | | |
Interactive Financial Planning Tools
Advisor Delegated
- Comprehensive Wealth Solutions
- Manage Wealth Structure
- Personalized Portfolio
Advisor Assisted
Interactive 5-Year Plan- Retirement Income Projection
Coaching session with a financial coach
Do It Yourself
- Financial Map Assessment
- Smart Chat - Interview
- Complete Next Steps Plan