Simple pricing.
No commissions. No hidden fees. Cancel anytime.
One - time payment of $499 to get started.
Personal
$300/mo.
Custom Personal Financial Plan.
Unlimited Virtual Meetings & Emails.
Specific Investment Recommendations.
Education, Coaching, & Accountability.
Mobile Friendly Client Portal & Budgeting App.
Business
$500/mo.
Business Financial Planning**
**Business Planning: Includes everything in the personal plan.
Investment Management: Available as an add on.
.75% AUM Fee (paid monthly)
Specific investment recommendations are provided in the personal plan for you to manage your own investments. This add on service is only for clients who want to outsource the implementation of investment management.
We help online business owners & millennial families with their money.
✅ More time freedom
✅ Feel empowered & confident
✅ Financial Flexibility
What’s Included…
💭
Financial Vision
💸
Money Management
💰
Tax Planning
📈
Saving & Investing
🛡
Insurance Planning
📝
Estate Planning
The Assist Financial Flywheel™️
A simple process to help you with every financial decision.
Financial clarity on your beliefs, goals, & vision.
Honest assessment of your current financial situation & key metrics.
A simple plan to align daily habits with your long term strategy.
Accountability & check ins to stay on track.