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Pricing

initial Meeting

During this free initial meeting we assess your financial situation and address any concerns you may have. This conversation also allows us to establish a connection, talk about your goals and expectations, and determine if we are a good match. Prior to this meeting we will send you an easy to fill out form. This form will assist in mapping out your existing assets and help you get the most out of our time together.

2

$3000

Bluegrass Blueprint™

The Bluegrass Blueprint™ is like hiring your own personal CFO for your entire family finances. We will create a customized plan to assess your current financial status and take you all the way through to your retirement goals. This would explore the most tax efficient income strategies by incorporating retirement accounts, tax free, ROTH accounts, social security, rental income, etc. estate and asset protection review, minimizing tax, maneuvering tax, wealth management, real estate, Insurance planning, employer benefit review

3

1.1% Fee

up to $1m

This is an investment advisory fee for portfolio management under $500k per household.

4

1% Fee

$500K-$1m

This is an investment advisory fee for portfolio management $500k-$1million per household.

5

0.8% Fee

over $1m

This is an investment advisory fee for portfolio management over $1million per household.

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