One time fee

Initial financial check up with recommendations

_{Valid for 3 months}

• Access to Money Guide Client Portal
  
• Basic Financial Assessment (with information you provide)
  
• Alerts for areas that need attention
  
• Basic recommendations for next steps

One time fee

Perfect for a complete financial analysis/recommendations

_{Valid for 6 months}

• Access to the Money Guide Client Portal
  
• Information gathering for a complete financial analysis
  
• Thorough and detailed financial assessment 
  
• Recommendations for current changes and future goal planning strategies
  
• Assistance with implementation of recommendations
  
• 6 months of monitoring and access, with option to pay for additional time, if desired

Monthly contract

Every month
Full, ongoing financial planning and assistance

• Access to Money Guide Client Portal
  
• Complete evaluation of financial standing
  
• Recommendations for current adjustments
  
• Continual monitoring
  
• Bi-annual check ups
  
• Assistance with recommendation implementation
• Ongoing assistance for as long as desired