Pro Package
You’re diligent, focused, and you’ve made significant headway in your career and with money. You’re ready to ramp it up to reach your goals.
You’ve built a $500,000+ portfolio
$2,499 (one-time)
+
Asset Management Fee
You’ve worked hard for what you’ve earned. Maybe you’re looking for a proactive relationship with an advisor – a fiduciary. And someone who treats you the way you want to be treated.
We serve a limited community of first-generation wealth. People like you. You built it. You know the challenge. We understand.
We design, build and protect wealth on purpose so you can live the life you want. We create a Wealth Roadmap to address all 5-Core Wealth Roadmap Pillars® and invest using a market-tested, data-driven, repeatable process.
Our mission is to improve the financial life of every family we touch: Our mission is your success.
No matter what stage is unique to you, we’re here to help. Which stage are you?
Premier Package
You’re within sight of where you want to be (or already living the life you’ve wanted). You want to be diligent and smart to make sure what you’ve built is optimized, maximized, and maintained to live the life you want with the people you care about.
You’ve built a $1,000,000+ portfolio
$2,499 (one-time)
+
Asset Management Fee
Premier+ Package
You’ve living the life you want and want to make smart decisions to maintain and maximize your wealth. Cash flow, stewardship and charitable endeavors (advanced income and estate planning) may be on your mind.
You’ve built a $2,000,000+ portfolio
$2,499 (one-time)
+
Asset Management Fee