STANDARD PACKAGE
$600
Monthly Fee: $50
The Wealth Builder Package is designed for individuals who have a solid financial foundation and are focused on building wealth and achieving long-term financial goals. It includes initial consultations to assess your financial situation and goals, along with general recommendations on budgeting, saving, and debt management. Package includes in-depth financial analysis and goal setting to create a comprehensive financial plan. It covers investment strategies to maximize returns while managing risk effectively.
EXPEDITED PACKAGE:
$900
Monthly Fee: $25
The Retirement and Estate Planning Package caters to individuals who are approaching retirement or seeking to ensure their financial legacy for future generations. It includes initial consultations to assess your financial situation and goals, along with general recommendations on budgeting, saving, and debt management. Package focuses on comprehensive retirement planning and estate management, ensuring that your assets are protected and distributed according to your wishes.
$1200
(UNLIMITED)
RUSH PACKAGE
The Rush Package is designed for clients seeking a high level of personalized financial services. It includes all the features of the Packages, with the addition of advanced financial planning, tax optimization strategies, estate planning guidance, and access to exclusive investment opportunities. It includes initial consultations to assess your financial situation and goals, along with general recommendations on budgeting, saving, and debt management. Package is ideal for individuals with complex financial situations or substantial assets to manage.You will have access 24/7 365 for the year.
Balance Package:
Initial Fee: $300
Monthly Fee: $75
The Starter Package is designed for individuals who are looking for basic financial advice and guidance. It includes initial consultations to assess your financial situation and goals, along with general recommendations on budgeting, saving, and debt management. Please note that this package may not cover complex financial planning or investment strategies.
