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Expert Help
How and Where You Need It

Elite Benefits, Regardless of Your Net Worth. Transparent Pricing.
No Long-term Contracts. No Investment Minimums. Cancel Anytime.

  • Foundation

    150$
    Every month
    Data-driven portfolio management using proven strategies that built our millions.
     
    • Active Investment Management with a Growth Objective
    • 401(k) Review and Optimization
    • Annual Portfolio Review Meeting
    • Customized Portfolio Tax Management
    • Unlimited Access to All Financial Courses
    • Access to the "Investor MBA Course"
    • Access to High-Yield Savings Accounts - 4.25% APY, $5M+ FDIC
    • 200+ Expert Money Guides to Make Confident Money Decisions
    • Secure Third-Party Custodians (Schwab + Altruist)

  • Flourish

    625$
    Every month
    Unlock financial freedom with a personal CFO. Focus on fulfillment & live without financial stress.
     
    • Full Access to Advisor (Weekly Mtg Options)
    • 1-on-1 Strategy Sessions (March | October)
    • Wealth Optimization System (Annual 700+ Point Analysis)
    • Full Financial Plan - The Shortest Path to Your Goals
    • Freedom Number (Net Worth That Makes Work Optional)
    • Freedom Roadmap (Savings, Growth, Time to Financial Freedom)
    • Customized Budget (Precisely Manage in Minutes a Month)
    • Automatic Cash Flow Savings + Investment System
    • Cash Reserve Planning with HY Savings (4.25% APY, $5M FDIC)
    • Personalized Task Dashboard with Accountability Reminders
    • Tailored Tax Strategy to Pay Lowest Tax Legally Allowable
    • Tax Playbook (Implementation Guides, Tax Code + Case Law)
    • ROI Report (1st Year Savings + 10 Year Total Savings)
    • Exhaustive Tax Analysis (1500+ Strategies Fed/State)
    • Analysis of Most Recent 1040 + All Schedules + Forms
    • Tax Analysis of 2 Prior Returns for Retroactive Savings
    • Tax Strategies (W2, Self-Employed, Biz, Real Estate)
    • Estate Plan (Will, Living Trust, Power of Attorney)
    • Values, Vision and Goals Planning
    • Synthetic Portfolio Lending: Lowest Rates + Flexible Terms
    • Debt Payoff Plan
    • Liability Scanning, Refinancing + Optimizing for Savings
    • Credit Optimization Coaching
    • Insurance Planning (Life, Health, Disability, Umbrella...)
    • Equity Compensation (ISO, NSO, RSU, RSA, ESPP)
    • Employer Group Benefits Review
    • Family Support + Education Planning
    • Retirement Planning
    • Business Planning (Cash Flow, Strategy, Succession)
    • Digital Account Security Audit + Organization
    • Unlimited Access to All Financial Courses
    • 200+ Expert Money Guides to Make Confident Money Decisions
    • Active Investment Management
    • 401(k) Review and Optimization
    • Alternative Investments (Real Estate, Private Equity...)
    • Customized Portfolio Tax Management
    • Charitable Portfolio Management (DAF)
    • Secure Third-Party Custodians (Schwab + Altruist)

See Full Invest Fee Schedule

See Full Invest + Plan Fee Schedule

We help you get the most out of life with your money.

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  • Feel more confident in my money

  • ​Have more time to spend with my family

  • ​Find peace of mind in my financial future

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