Do-It-Yourself
IDEAL FOR ACCUMULATORS
$49
Per Month
Includes all of the following:
- Access to all-in-one personal finance tracker Monarch Money
- Access to DIY financial planning and education software Savology
- Access to DIY estate planning software Vanilla
- Ask Me Anything monthly office hours
- Schedule one-on-one calls for $300/hr
We’ll Do It WITH You
PERFECT FOR VALIDATORS
$3,750 One-Time
$1,500 Quarterly*
Includes all of the following:
- Ongoing professional partnership
- Proactive planning and review
- Coordination with all your financial professionals
- Coaching on how to manage your portfolio
- Optional: tax preparation for a separate fee based on complexity
- *Starting price - can scale up based on complexity
We’ll Do It FOR You
BEST FOR DELEGATORS
$3,750 One-Time
1.25% Annually*
Includes all of the following:
- All services from the “We’ll do it WITH you" model
- Plus: Professional investment management
- *$500,000 minimum