The Process
Discovery Meeting - 15 to 60mins
Always complimentary, it's an opportunity for mutual learning - we get to know you, you get to know us, and you can ask any questions necessary to ensure we provide enough value for your needs. Typically conducted via phone call for your convenience.
Financial Plan Delivery - 1 - 2hrs
Financial Plan Delivery: Experience a comprehensive review of your personalized plan along with recommendations. This session is typically conducted via Zoom/Google Meet, at our office headquarters in Bastrop, TX, or at a coffee, lunch, or dinner spot of your choosing for added convenience and comfort
Ongoing Reviews
As part of our investment management services, we provide regular assessments to adapt to major life changes such as career transitions, welcoming new family members, and other significant life & financial events.
Please note that the timing of the process may vary depending on individual circumstances, as each client's situation is unique. However, we strive to make the experience as seamless and efficient as possible for you. We will do the heavy lifting!
Pricing & Planning Tiers
One-Time Comprehensive Planning Fee
Clarity Plan
$495 OR $99/mo for 5/months
- Customized Financial Roadmap: Visualize your financial landscape with Asset-Map.
- Initial Investment Strategy Consultation: Basic strategy aimed at S&P 500 returns.
- Financial Plan Delivery Meeting & Adjustment Meeting: One annual review meeting.
- Insurance Reviews: Comprehensive review of your insurance needs.
- Email Support: Access to email support.
- Monthly Market Email Updates: Receive monthly updates with financial tips and insights.
Stability Plan
$995 OR $199/mo for 5/months
- Includes all features in the Clarity Plan, plus:
- Comprehensive Investment Strategy: Detailed strategy including additional holdings.
- Quarterly Review Meetings: Four meetings per year.
- Life Insurance and Family Planning: Comprehensive planning.
- Priority Email and Phone Support: Faster response times.
- Bi-Weekly Market Email Updates: Receive automated bi-weekly updates with financial tips, insights, and market analysis.
Freedom Plan
$2,495 OR $499/mo for 5/months
- Includes all features in the Stability Plan, plus:
- Monthly Review Meetings: Continuous support with monthly meetings.
- Comprehensive Tax and Estate Planning by Experts: In-depth planning with outsourced experts.
- Exclusive Workshops and Events: Access to exclusive events.
- Dedicated Financial Advisor: Ongoing personalized support.
- Weekly Market Email Updates: Receive automated weekly updates with financial tips, insights, market analysis, and exclusive content.
Why Choose Us? Flat-Fee Structure: Transparent and predictable costs. Personalized Service: Tailored strategies to fit your financial goals. Optional ongoing investment management services are available for all tiers.