We help high earning millennials build wealth.
✅ 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 playbook.
the 5 step formula to achieve financial freedom and live your best life.
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Having a vision of what your best life looks like is the most important step of your financial plan. We will run you through a series of questions to get to heart of your vision & goals.
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Utilizing our app friendly technology, we will get your financial household organized.
You’d be surprised how much clarity can be achieved wiht a little bit of financial housekeeping.
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An honest assessment of your current financial reality lays the foundation for which your financial plan will be built on.
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We do our thing with the numbers behind the scenes, and then present it to you in a simple and actionable format that prioritizes both short and long term action steps.
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This is the ACE up our sleeve. Get it…. Dad joke :)
We believe that the best financial plan without execution is worthless, so we tailor our recommedations with the aim of you taking action. We support you every step of the way with accountability, coaching, and education.
Simple pricing.
No commissions. No hidden fees. Cancel anytime.
One - time payment of $499 to get started.
Personal
$300
per month
Custom personal financial plan
Unlimited virtual meetings & emails
Investment strategy
Education, coaching & accountability
Dashboard & Budgeting App
Business
$500
per month
Everything in personal, plus
Business systems
Business cash flow planning
Tax Planning
Coordinate w/ professionals
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.