Financial Planning Subscription
Best for young professionals early in career and accumulating wealth.
- $0 minimum asset requirement!
- Construction of Personalized Financial Plan
- Account Aggregation and Client Reporting Portal
- Access to a State of The Art Financial Planning Portal with Mobile App
- Portfolio Analysis Reports
- Semi-Annual Review Meetings
- Unlimited access via email/phone/text to an Experienced Fiduciary Advisor
- Ongoing financial planning and advisory services
- Cost: Initial set up fee of $1,250 (waived for previous financial consulting clients); then $250/month