12 Month Financial Intensive/Monthly Calls
Topics We Will Cover
- Monthly cash flow analysis
- Debt: Prioritization & Pay Down Planning
- Savings & Emergency Funds
- Investments & Account Types
- Tax Smart Investing
- Planning for the Unexpected: Contingency Planning, Insurance Types & Review
- Estate Planning Essentials
- Supplemental Topic of Interest: Socially Conscious & Impact Investing
What You Can Expect From Us
3 Strategy Calls
Monthly Progress Calls
Your Personal Finance Portal
Action Items & Next Steps Checklist
On Demand Financial Advice
Unlimited Email Support
Our Process: Putting Your Plan Together
1. Discovery Call
Getting to know what's most important to you, identifying core values, needs, wants, wishes and fears and examining vulnerabilities to your existing plan.
2. Onboarding Call
Guiding you through use of technology to organize your finances, categorize expenses, identify and document goals and understanding your personal cash flow and net worth statements. You will have your own, secure finance portal where you can view and update financial goals in real time and see how all of your investments, retirement, insurance, debt, income and expenses work together.
3. Observations & Recommendations
We will provide clear and actionable advice regarding your investments, retirement, insurance, taxes, estate planning and any other financial concerns.
4. Follow Up
We will help you stay on track by partnering with you along the way, revisiting your larger, long term goals and smaller action items to hold you accountable.
How Much Does This Intensive Cost?
For our financial intensives, we calculate membership based on an income-based, sliding scale.
The Advantages of Sliding Scale Pricing:
Affordable & Transparent
We calculate cost based on 1-3% of your annual income to manage 100% of your financial life. We know every dollar counts and your time is valuable. We also know how important it is to feel financially stable, reduce stress, and lead a life you can enjoy. We understand what is at stake. It's not something we take lightly and we want to partner with you in your journey.
Fair & Equitable
We believe everyone deserves access to high quality, objective financial advice and peace of mind, regardless of how much money you are making right now. There are separate rates for Individuals and Couples/ Families with Children. If you have children, please use the Families rate.
Operating In Your Best Interest
Unlike many other finance firms, we do not charge trade-based commissions or collect revenue sharing from the investment recommendations we make. We are truly able to act as fiduciaries, operating in your best interest always.
Making an Impact
With a sliding scale monthly subscription, we are able to provide continuous and comprehensive support at all stages of your financial life, regardless of what your tax bracket is. We provide on demand advice and unlimited email support. Happiness and success of our clients is the core of our business model.