Move at your speed.
A unique and cost-effective consultation with an experienced, qualified CERTIFIED FINANCIAL PLANNER™ personal finance consultant where you set the agenda, the discussion points and what it is you want guidance with and recommendations on.
Get analysis, opinions and recommendations right then and there in the meeting and in follow-up communications if required.
Discuss any aspect of personal finance with, and get recommendations from, your fiduciary personal finance consultant. This could be a one-time “jump start” or multiple sessions as part of a series of consultations.
PROFESSIONAL PORTFOLIO MANAGEMENT
Affordable. Available. No minimum.
Have your assets analyzed, assessed, allocated, managed, rebalanced and monitored professionally by a CERTIFIED FINANCIAL PLANNER™ investment professional primarily using low cost, diversified ETF investments.
Move the assets to (or set up new accounts on) one of our own technology-driven, diversified, low-cost ETF-based platforms or have the assets in your existing retirement account (401k, 403b etc.) or in your existing investment account professionally allocated, managed and monitored without having to transfer them if you choose not to.
No required minimum asset investment level for any account. Zero transaction fees. Cutting edge technology. Highly competitive asset management fees.
A one-time comprehensive plan. Analysis. Recommendations.
A CERTIFIED FINANCIAL PLANNER™ personal finance professional will compile and present a full, detailed financial plan that addresses all aspects of your situation.
From your investments to estate planning, from insurance to real estate, you will receive considered and well thought-out recommendations and assistance with implementation, including accessing other third party financial and legal specialists.
Move forward with confidence, knowing that your whole situation has been analyzed in a holistic manner.
Ongoing access. A financial professional at your side, always.
Continuous, ongoing access to your own dedicated CERTIFIED FINANCIAL PLANNER™ personal finance professional.
Have the confidence that all aspects of your financial picture can be analyzed and looked at by a qualified professional as and when things happen in your life.
Constant access when needed to the multiple other financial and legal professionals in our ever-expanding professional network.
FOREIGN NATIONAL CONSULTATION
Welcome To America. Here's What You Need To Know.
A unique chance to hold a two-hour session with a CERTIFIED FINANCIAL PLANNER™ professional with this specialization where you will learn all about the financial issues that face you as an individual non-citizen or foreign national family moving to or already living in the US and get to ask any questions you may have.
The consultation can be conducted prior to or after arrival in the US, either in person or by online video conference.
You will receive a broad overview but also action items, specific recommendations as well as introductions to professionals who specialize in helping and working with foreign nationals in multiple different fields.
STUDENT LOAN REPAYMENT OPTIMIZATION
Get debt-free quicker. And pay less.
There is one algorithmically-calculable optimum method to pay down student loans - and plenty of wrong ways. Let us show you what your system should be and how much the optimum total repayment amount is, customized to your particular circumstances.
Potentially knock years off your repayment period and save thousands of dollars in interest charges as well as examining various re-financing, income driven or forgiveness options and mapping out scenarios showing how they could affect you.
Works for those with multiple loans (regardless of how many) with different balances (regardless of how large or small) and various applicable interest rates (regardless of how high or low).
COLLEGE PLANNING ANALYSIS
Prep financially for college now.
Customized report outlining estimated future costs of attendance prepared by your dedicated CERTIFIED FINANCIAL PLANNER™ professional. Up to three prospective students in the same family can be analyzed in the same report.
Calculation of a recommended amount likely required to be saved on monthly basis between now and college graduation to reach the appropriate level of funds in the future, helping families save the right amount in their own particular circumstances.
Cost of attendance and a savings schedule can be calculated for different school types (even specific colleges) and can take into account varying degrees of parental coverage of college costs (100%, 70%, up to cost of in-state college etc.) and used to create multiple reports showing a range of scenarios specific to your needs.