What You Get
- A dedicated Certified Financial Planner (TM)
- An initial financial consultation via phone or webinar
- On-demand access to your dedicated Financial Planner via email or phone
- Career building assistance- including professional resume template
- Private access to your personal financial planning website
- Access to our network of other financial service providers- accountants, attorneys, lenders
- Professional management for your investment account
- Annual financial planning review
Open an investment account with us and set up a direct deposit of at least $25 per week
1.25% total annual account fee- Example: If your average annual account balance were $25 your annual fee would be 31 cents.
This includes the advisory fee of 1% and platform fee (covers trading and technology) of .25%
The fee is automatically debited from your account each quarter
Many financial planning firms charge a minimum fee of $1,200 per year for these services, in addition to account fees. Others, charge much more!
We only have a limited number of spaces for this program!
Why We Offer This Program
The majority of financial planning firms are dedicated to serving high net worth individuals. We don’t think these services should be reserved for wealthy people and families. We are dedicated to serving people who don’t have the significant assets needed to hire professional financial talent. Our mission is to work with people who want to achieve upward financial mobility, but don’t have the means to hire professional advisors. We leverage modern technology to make it possible for us to do this.