COMPREHENSIVE FINANCIAL PLANNING

"Together we can take the measures towards achieving the future you’ve been dreaming of for you and your family. Choose the financial planning program that best helps you in taking the first steps towards your financial security and future."

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“You can always alter and adapt your plan, provided you have one.”
― Manoj Arora

 

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Let’s relieve some stress!

 

Our RELAX program is an ideal first step into the world of personal financial planning. It includes:

  • 1 Startup Meeting – focused on discussing 2 to 3 of your most pressing issues such as:
    • How much should I be saving for my retirement?
    • Can you help me understand my company benefits?
    • How much do I need to set aside for an emergency savings?
    • Should I consider taking a retirement plan distribution to pay off my student loans or credit cards?
    • How much should I consider setting aside for my son/daughter’s college education?
    • How can I minimize my income taxes?
    • Do I have adequate insurance coverage for all areas of my life?
  • Quick & Easy Action Checklist to help you get started right away
  • Phone & Email Support

Begin evaluating your personal finances with our RELAX program for as little as $349. Our wealth management service is available as an add-on service starting at an annual cost of 1% for the first $500,000 with breakpoints thereafter.

 

Have questions about our RELAX program?

Schedule an Appointment»

Phone: (956) 335-3060

 

Ready to be at Peace?

Our AT PEACE program will help you

  • Clarify your financial goals and track your progress
  • Plan and manage your cash flow
  • Helps you evaluate your spending, manage your debt, and build your cash reserves
  • Understand and unlock the power of your net worth statement
  • Helps you determine where you are currently at and your progress over time

Our AT PEACE program is designed to help you further understand your personal financial situation and needs and includes:

  • 2 Startup Meetings
    • Focused on evaluating your current unique financial situation and in-depth discussions on our findings and proposed changes
  • 1 Review Meeting per year
    • Focused on evaluating your progress toward financial success and any changes that may have occurred since our last meeting.
  • Recommendations with an easy to follow action checklist
  • On-going Phone & Email Support

Invest in yourself and your future with our program for as little as $499 upfront plus $99 per month.  Our wealth management service is available as an add-on service starting at an annual cost of 1% for the first $500,000 with breakpoints thereafter.

 

Have questions about our AT PEACE program?

Schedule an Appointment»

Phone: (956) 335-3060

Relax
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Escape to a world of financial freedom!

Our ESCAPE program offers all of the services above, plus in-depth evaluations in each of the following sections:

  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Education planning
  • Risk Management & Insurance
  • Wealth Management
  • Employee Benefit Review
  • Cash and Debt Management

Our ESCAPE program is a great fit for you if you’re ready to get serious about reaching your financial goals. It includes:

  • Up to 4 Startup Meetings
  • Up to 4 Review Meetings per year
  • Unlimited Phone & Email Support
  • A customized comprehensive written financial plan
  • Recommendations with an easy to follow action checklist

Invest in yourself and your future with our ESCAPE program to explore all of your current and future financial opportunities. Our fees are based on the complexity of your situation and range from $999 - $1,499 for your initial financial plan cost followed by a monthly retainer ranging from $149 to $199 per month.  Our wealth management service is available as an add-on service starting at an annual cost of 1% for the first $500,000 with breakpoints thereafter.

 

Have questions about our ESCAPE program?

Schedule an Appointment»

Phone: (956) 335-3060