Subscription Services

As you progress through your career and/or business, it becomes increasingly important to have good situational awareness of the multiple forces that impact your financial strategy.  Oftentimes, we find certain clients who don’t know exactly which strategy or product they want to employ.  However, they know that strategic thinking and organizational support is highly valuable as an ongoing engagement.  We find that opportunities are easier to identify and capitalize on when this structure is in place.  This can produce tremendous benefit to your bottom line.

Regardless of where you are on your career track in terms of time horizon, we have customize service models available.  We always start with an initial 30 minute consultation at no charge to you. 

Here are some of the reasons clients utilize our subscription based consulting programs….

• Timing: Our team is ready to work with your evolving needs and questions, anytime throughout the year. 
• Easy Fee Structure: You can set up a monthly or quarterly pay structure and cancel at any time.
• Customization: The scope of the engagement is based on your needs, not our needs. 
• Coordination: Bringing the best thinking of your existing advisory team (attorneys, CPA’s, Bankers, etc) into this new conversation gets your entire team on the same page.
• Efficiencies: You simply focus on maximizing your career potential.  We will handle the rest. 
• Organization: Having all of your financial decisions and structures displayed on one easy to interpret financial model leads to making well grounded decisions, impacting your bottom line.
• Education: Our team is continually learning our craft, from accumulation to retirement and ultimately, legacy planning.  You will benefit from “best in breed” thinking available in today’s financial industry.
• Conflicts of Interest: Our subscription helps to mitigate potential conflicts-of-interest.
• Simplify: Although added complexity comes with building wealth in many cases, it doesn’t need to be confusing or intimidating.  We take the complex and make it easier to understand and actionable.