Comprehensive Financial Plan
Retirement planning, College savings planning, Budgeting / Cash Flow, Insurance review, Estate planning and more!
How risky is your portfolio? What are the best investments for your situation? Get a detailed report with specific recommendations.
$600 One-time Fee
We offer a 100% satisfaction guarantee. If you aren’t completely happy with your plan, you don’t pay. It’s that simple.
Yes, I want to sign up for a Financial Plan and get Investment Recommendations
Gain Control Without a Big Commitment
For a simple, flat-fee of $600, here is what you get (click each for more info):
- Online access to your financial plan. (Check it out, enter: Username: firstname.lastname@example.org and Password: Mur21b$c3)
- An easy-to-read financial plan report in PDF format.
- Access to our Wealth Management Platform.
- An investment analysis report. This report includes specific investment recommendations, portfolio risk, expenses, stress tests, and more.
- In-person meeting (or via Skype / phone if you prefer) to go over your plan in detail and answer any questions.
- Detailed recommendations for improvement and prioritized action items.
No risk. You don’t pay until after you receive your plan and we offer a 100% satisfaction guarantee.