Introducing: The Program

We are super excited to roll out our newest offering in 2020: The Program!  For about the cost of a gym membership, you'll have an ongoing relationship with a financial planner, get monthly tasks and reports as well as a "team huddle" each trimester to check in and go over what's going on with your finances.

 

Game Plan Road Map Sample

How Does It Work?

The Game Plan is a monthly support plan to help you take control of your finances and stay on track.  Together, with your financial planner, you will set up the tracks in your game plan and focus on one topic each month.  You will have a team huddle each trimester with your planner to check in and provide accountability and support.  There will be a manageable level of homework and additional resources provided each month.  There are 5 track offerings:

  1. Ground : A foundation to build your game plan on.  This includes review of your spending, current accounts and institutions.

  2. Grow: Analysis and next steps to save & invest.

  3. Slay: Review and analysis to strategically repay outstanding debts.

  4. Secure: Protect your wealth through advanced strategies like insurance and estate planning.

  5. Hustle: A track for entrepreneurs and freelancers to manage business expenses and tax payments effectively

While you can cancel at anytime, it is intended to be an ongoing relationship to help you make the most of your finances and it is not recommended for a period of time less than a year to truly see results and changes in behavior. 

Game Plan Initial Investment

For Individuals

$650

Monthly Game Plan Membership

For Individuals

$225

Game Plan Initial Investment

For Couples

$950

Monthly Game Plan Membership

For Couples

$395

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Looking for a one-time plan?

Choose 3 tracks and fast track your plan to topics visited weekly instead of monthly.  Make a one time upfront investment.

  1. Ground : A foundation to build your game plan on.  This includes review of your spending, current accounts and institutions.

  2. Grow: Analysis and next steps to save & invest.

  3. Slay: Review and analysis to strategically repay outstanding debts.

  4. Secure: Protect your wealth through advanced strategies like insurance and estate planning.

  5. Hustle: A track for entrepreneurs and freelancers to manage business expenses and tax payments effectively

Fast Track Plan

For Individuals

$2450

Fast Track Plan

For Couples

$3850

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Our Technology Solution

Our collaborative platform helps you take control of your finances 

             

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Visualization of Current & Proposed Scenarios  
             
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Real time information
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User friendly: easy to understand and intuitive
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Financial advisor millennials debt management