Level 1 Investing Flat Fee
- For investible assets < $2 million
- Step 1: Initial Consultation (free)
- Step 2: What Makes You Happy? (free)
- Step 3: Complete Financial Questionnaire (free)
- Step 4: To hire us a deposit of 1/2 the cost of the financial plan is required.
- Step 5: Financial Plan Delivery Appt - remaining balance due at this time.
- Step 6: Monthly payments of $1000 set up to start the month after the Financial Plan Meeting.
- Step 7: Quarterly Investment Reports
- Step 8: Annual Review of Investments & Financial Plan Updated