| | BRONZE | SILVER | GOLD | PLATINUM | DIAMOND | WEALTH MANAGEMENT |
|---|
| Financial Assessment and 30-minute meeting with advisor | | | | | | |
| Online Resources | | | | | | |
| Two-Minute Spending Planner | | | | | | |
| Actual Spending | | | | | | |
| Next Steps Financial Plan | | | | | | |
| Interactive Progress Tracker | | | | | | |
| Access to Closed Facebook Mastermind Group | | | | | | |
| Monthly Mastermind Group Coaching | | | | | | |
| Online Educational Content on the 7 "Levers" of Financial Growth You Control | | | | | | |
| Targeting the growth rate of your Net Worth | | | | | | |
| Targeting your income | | | | | | |
| Targeting your savings rate | | | | | | |
| Targeting your living expenses | | | | | | |
| Targeting your debt reduction rate | | | | | | |
| Targeting your return on investments | | | | | | |
| Targeting your leverage, or use of good debt, aka Other People's Money | | | | | | |
| Financial Dreams Calculator | | | | | | |
| Investment Account Creation and Management | | | | | | |
| Individual Results Coaching Appointments | | | | 2 | 2-4 | Unlimited |
| Selected Appointments | | | | | | |
| Annual Portfolio Analysis and Rebalancing | | | | | | |
| 5-Year Wealth Accumulation Plan | | | | | | |
| Insurance and Risk Management | | | | | | |
| Separately Managed Accounts | | | | | | |
| Retirement Readiness Planning | | | | | | |
| Roth Conversion Planning | | | | | | |
| Personal Development | | | | | | |
| Converting Wealth into Lifetime Income (without an Annuity) | | | | | | |
| Year End Tax Planning and Tax Efficiency Strategies | | | | | | |
| 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 | | | | | | |