Pricing

Financial Planning

- Emoney Advisor
(Online Website)
- Account Aggregation
(Daily Updating)
- In-Depth Protection
Review
- Cash Flow and Net Worth
Analysis
- Debt Reduction Strategies
- Review All Financial
Documents (Stored in
Emoney Vault)
- Employee Benefits
Consultation

Investment Management

- Asset Allocation
- Rebalancing
- Tax and Cost Basis
Reporting
- Black Diamond and
Consolidated Reports
- Risk Tolerance

Communication

- New Client Orientation
- Semi-Annual Meeting
- Quarterly Economic
Update
- Invitation to Client
Education Events

$1,500

Financial Planning

- Emoney Advisor
(Online Website)
- Account Aggregation
(Daily Updating)
- In-Depth Protection
Review (Life Insurance
Audit)
- Cash Flow and Net Worth
Analysis
- Debt Reduction Strategies
- Review All Financial
Documents (Stored in
Emoney Vault)
- Employee Benefits
Consultation
- Education, Tax, Social
Security, Estate and Life
Event Planning
- Consultation with CPA,
- Estate Planning thru
Wealth.com

Investment Management

- Asset Allocation
- Rebalancing
- Tax and Cost Basis
Reporting
- Black Diamond and
Consolidated Reports
- Risk Tolerance
Breakdown (By Account)

Communication

  New Client Orientation
- Quarterly-Review (As
Needed)
- Quarterly Economic
Update
- Invitation to Client
Education Events
- Weekly Market
Commentary

$2500

Financial Planning

Emoney Advisor(Online
Website)
- Account Aggregation (Daily
Updating)
- In-Depth Protection Review
(Life Insurance Audit)
- Cash Flow and Net Worth
Analysis
- Debt Reduction Strategies
- Review All Financial
Documents (Stored in
Emoney Vault)
- Employee Benefits
Consultation
- Education, Tax, Social
Security, Estate and Life
Event Planning
- Consultation with CPA,
- Estate Planning thru
Wealth.com or attorney
as needed

Investment Management

- Asset Allocation
Rebalancing
- Tax and Cost Basis
Reporting
- Black Diamond and
Consolidated Reports
- Risk Tolerance Breakdown
(By Account)

Communication

- New Client Orientation
- Quarterly-Review (As
Needed)
- Quarterly Economic Update
- Invitation to Client
Education Events
- Weekly Market
Commentary

Wealth Management

- Wealth Preservation
- Business and Practice
- Management Consulting
- Banking Services
- Inheritance Planning
- Executive Compensation
- Deferred Compensation
- Advanced Tax Strategies

$3500