dallas-financial-planner-coaching-session

     Strategy     Session

 

This service is designed to answer 1 or 2 of your most pressing financial concerns. Examples include: selecting investments in your 401k, guidance on rolling over funds into an IRA/Roth IRA and investment selection, review of existing budget, or development of a plan to tackle your credit card or student debt.

 

includes

  • 15-min call (or detailed email) to review situation
  • 30-min call to discuss recommendations
  • follow-up recommendations e-mail

$250

one-time FEE

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Comprehensive Financial Planning

 

This service is a full review of your financial situation and all its moving parts. We will develop a financial goal "roadmap" for you, focusing on relevant areas such as budgeting, savings, debt reduction, investment selection, retirement planning, company benefits, and other major areas. 

 

includes

  • 30-min call to review situation
  • 60-min call to discuss recommendations
  • a goals-based financial plan
  • step-by-step action items list

$600-$1,000

One-time fee

(based on complexity)

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optional:

+$105/month retainer

(includes regular check-ins and available access for ongoing financial questions)

 

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Investment Advisory Services

 

We manage your individual and joint taxable accounts, Traditional or Roth IRAs, 401k rollovers, and SEP IRAs (self-employed) through secure, user-friendly technology. Access to low-cost, liquid, and globally diversified portfolios. No hidden fees, commissions, or trading costs. No minimum balance necessary. 

 

INCLUDES

  • Personalized portfolio construction
  • Implementation
  • Continuous monitoring

 

0.75%

annual fee based on assets