Pricing
1
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 be sure to complete the easy to fill out form that we will send upon booking a meeting. This form will assist in mapping out your existing assets and help you get the most out of our time together.
Another valuable feature of this meeting will be to review a snapshot of your taxes. Simply send us your most recent tax return for the most educational review of your taxes to learn how to never over-tip the government again!
2
1.1% ANNUAL ASSET MANAGEMENT Fee
This is an investment advisory fee for portfolio management and is billed either monthly or quarterly.
3
$2400
PERSONAL CFO
This service gives you on-call maintenance and attention to help execute your financial plan.
4
$3000
Bluegrass Blueprint™
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