WHO THIS IS FOR

✅ Ideal Clients:

• Professionals earning $150K+

• Dual-income households

• Executives, physicians, attorneys, consultants

• Individuals with investments, equity comp, or real estate

• Clients who value planning over products

❌ Not a Fit:

• Commission-based product seekers

• One-time financial plans

• DIY investors wanting confirmation only

• Clients seeking day-to-day trading

WHAT’S INCLUDED

• Comprehensive financial strategy review

• Tax-aware planning (in coordination with CPA services)

• Cash-flow & savings optimization

• Retirement & long-term planning

• Investment allocation guidance (non-discretionary)

• Real estate & equity compensation analysis

• Annual plan + quarterly strategy check-ins

• Unlimited email & portal support

🧠 Advice, structure, and accountability — not product sales.

HOW THIS DIFFERS

No Commissions

HOW IT WORKS

3 Steps:

1. Apply – brief qualification
2. Approve & Engage – agreement + autopay
3. Onboard – strategy kickoff + planning roadmap

⏱️ Access begins within 48 hours.

PRICING & TERMS

• Flat annual fee (no AUM)

• Monthly option available (12-month commitment)

• Auto-renew unless canceled in writing

• No refunds once services begin

COMPLIANCE & DISCLOSURES

• Advisory services are non-discretionary

• No product sales or commissions

• Not legal advice

• Investment decisions remain client-directed

• Subject to engagement agreement and disclosures