Plan Options
Asset-Map
$499.99
An Asset-Map is your financial picture on one page.
It is an effective bird's-eye view that allows you to make impactful strategic financial decisions.
This tool is very effective at simplifying complex financial situations and we recommend including it within an estate plan and storing it with your will.
In addition, a Signals and Target-Map is included to help you identify and prioritize areas for improvement.
Managed Portfolio
1.00%
We manage your investments and financial plan in the most optimal way.
You will benefit from a team of experts who are specialists in managing your investments, insurance, and banking.
Your plan will be monitored and kept on track to ensure you meet your goals. This will include regular contact and updates.
Investments are managed on a fee-based model.
- Asset-Map + Target-Map included
- A Financial Plan is included for household assets of $250k or more.
Financial Plan
$2,999.99
A comprehensive financial plan will allow you to forecast your financial life in the most detailed way.
It includes recommendations to reduce your current and future taxes, improve retirement income cash flow, increase your net worth, the optimal asset allocation of your investment portfolio and an estate plan to minimize estate leakage (due to taxes).
An Asset-Map is included.