BASIC LEVEL PLAN
$225.00 per monthFirst payment: $250.00
Subscription product with a signup fee
Once you subscribe, we will place a new order with this product every month. You will be charged $250.00 for your first order, and then $225.00 for each repeat order. You can easily manage your subscription or cancel it anytime with no additional charges.
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BASIC LEVEL PLAN
Product Details
Basic Membership
Foundational planning for established professionals seeking a strong financial base—without asset-based fees, commissions, or conflicted advice.
No AUM fees. No commissions. No conflicts of interest. Just clear, personalized guidance and a practical plan you can follow.
What You Get
Foundational Strategy
Retirement optimization, savings, debt management, and investment planning built around your goals.
Meeting Cadence
Three comprehensive planning meetings during your first year to build and refine your roadmap.
Tax & Insurance Planning
Tax strategy development plus insurance planning designed to protect progress and manage risk.
Family Goal Support
Education planning and guidance for milestones that matter to your household.
Pricing
Basic Membership
Foundational Planning for Established Professionals
Perfect for clients seeking clarity, structure, and a durable financial foundation.
$2,500/year | $650/quarter | $225/month
- 3 comprehensive planning meetings in your first year.
- Business-hours support (9 am–5 pm).
- Core planning: retirement optimization, savings & debt management, investment strategy.
- Tax strategy development and insurance planning.
- Education planning for family goals.
Enrollment is limited to ensure high-touch service. Cancel anytime per policy terms.
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