Broker Check

Service Packages

Introductory Financial Plan

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

Comprehensive Financial Plan

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

Platinum Client Constant Connect

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

Have a Question?

Thank you!