CHECK-UP 360 | $300 FLAT FEE
CHECK-UP 360 is designed for clients needing a professional opinion on issues like:
- Am I saving enough to have the retirement I have envisioned? If I'm not, what do I need to do?
- How do I compare to my peers at this point in my financial life? What changes can I make to be in better financial shape?
- What is the best way to save for my children/grandchildren's education?
- I'm a do-it-myself investor who needs some technical help but want to continue to manage my own investments.
- I feel like I am paying too much in taxes every year. What can I do to be more tax efficient?
- I need help with estate planning and asset protection planning for my family.
- Do I have enough and the right types of insurance?
WHAT YOU GET WITH CHECK-UP 360:
- A sixty-minute, one-on-one meeting with one of our Certified Financial Planner (CFP®) Professionals or a Certified Public Accountant (CPA) Professional where they will answer any financial questions you may have.
- A preferred rate of $250 an hour for any additional financial planning needed after the initial sixty-minute session.
COACH 360 | $100 Monthly
COACH 360 is designed for individuals/families needing more in-depth planning and ongoing advice. We will partner with you to create a working financial plan tailored to the specific needs of your situation. Life can be busy and complicated. We will help you simplify your goals and get there in less time than you can on your own.
WHAT YOU GET WITH COACH 360:
- Your own dedicated Certified Financial Planner (CFP®) Professional or Certified Public Accountant (CPA) Professional who as a fiduciary will always work in your best interest.
- A complete one-page financial plan showing a snapshot of your financial life.
- The ability to schedule up to 2 hours of time throughout the year to answer financial questions on your schedule with your CFP® or CPA professional through our online calendar system Microsoft Bookings.
- $175 credit toward the preparation of your individual tax return by our professional network CPAs.
- Expert advice in the areas of:
- Risk management
- Real estate analysis
- Asset protection planning
- Retirement planning
- Debt management
- Education planning
- Cash flow planning
- Tax planning
- Estate planning
- Investment planning
- Annual review in person or via video call
- Access to ongoing email correspondence
- Subscription to FP360 content library and newsletters/commentary with specialized area of emphasis based on client needs (real estate investing, technical estate/gift tax commentary, market commentary)
Investment management available through our investment platform for a nominal fee with a minimum of $250 a year
CREATE 360 | LOW-COST ASSET MANAGEMENT WITH NO MINIMUMS
CREATE 360 is a first of its kind investment management program for those who are just starting out or those who have not gotten started yet because they never felt like they had enough to invest to be taken seriously by investment companies.
WHAT YOU GET WITH CREATE 360:
- Clients will receive customized investment portfolios geared toward their risk tolerance that are very low cost and tax efficient through companies like Vanguard, I-shares, and other industry leaders.
- The ability to add to an investment portfolio in small increments to utilize the power of time and compounding investment returns directly from a bank account.
- Access to your money through a simple easy to use app.
- No minimums. No conflicts of interest. No commissions. Just simple.
