Services and Pricing
Wealth Creation Service
Typically for “earners” with a high salary and all income generated through traditional employment.
Cost
Year one: $4,500
Ongoing Annual: $4,000
(billed quarterly)
Security
Be secure always, even if you lose your income.
Freedom
Easily withstand a pay cut to do happier work.
Independence
Do what you want, when you want, with whom you want.
Rapid (RAPD) Financial Independence Formula
Reflect
Through a collaborative process, you’ll define the life you want to live and what success means to you. Say goodbye to arbitrary societal expectations. Say hello to your ideal life. Together, we’ll design a simple and effective plan to maximize your quality of life and grow your wealth.
Allocate
We want a high return on investment (ROI) for every dollar you allocate, whether spent or invested. Spent money will contribute to your ideal life today. Invested money will contribute to your ideal life tomorrow. All of this will be done in a tax-efficient way.
Protect
We’ll develop a strategy that ensures your financial wellbeing is always protected. Your protection plan will include emergency cash, insurance planning, investment risk management, and estate planning. I don’t get paid on insurance, so you can rest assured my recommendations will be unbiased.
Declutter
Once you have a clear vision and roadmap to achieve your goals, the next step is to declutter. This means committing to the truly important stuff and eliminating the rest. And I will be there to hold you accountable. This is the best way to accelerate your progress over time.
Wealth Management Service
$500,000 Investment Minimum
Typically for “owners” who generate income through self-employment, ownership of assets, or some combination of the two.
Cost
Year one: $9,000
Ongoing Annual: $7,500
(billed monthly)
Generate Passive Income
Continuously Grow Assets
Maximize Your Wellbeing
Maximize Your Impact
What does the higher price include?
Foundational Wealth Strategy
You will receive all the benefits of the wealth creation service.
This includes: customized financial strategy and plan, managed investment strategy, unbiased insurance recommendations, basic tax planning, basic estate planning, ongoing mentorship and accountability.
Advanced Tax Planning
Your circumstances require more advanced and ongoing tax planning.
This is why — every year — we’ll do a proactive tax planning session.
Which includes a review of your tax return, where we’ll look for ways you might be able to lower your annual tax bill.
And updates to your portfolio withdrawal strategy, as needed, to minimize taxes paid on withdrawals.
Advanced Estate Planning
Your circumstances call for more advanced and ongoing estate planning.
This is why – every year – we’ll review your estate goals, while tracking your progress toward them. Ensuring you’ll always leave a lasting legacy for those you love most.
At your level of wealth, legal structures can get a little more complex. We’ll make sure all your boxes are checked.
Ready For Your Corporate Exit?
Define what your post-corporate life looks like
Clarify your current financial position
Identify a safe financial path to your destination