Services I help you build your plan encompassing these 9 core planning areas: Debt Management Identify the order and amount to pay towards debts based on the overall plan and cash flow analysis. Retirement Help create a cleat path towards your goals using cutting edge technology to map out and stress test your plan. Education Identify, select, and implement funding options for the education of your children. Major Purchases Understand the impact of major purchases on the overall plan. Develop a plan to fund and protect major purchases. Investment Management Provide goals-based investment advice and management in accordance with your financial plan. Taxes Develop short and long-term strategic plans to maximize wealth over the course of your life. Estate Identify estate planning needs and work with your estate attorney to develop and implement solutions. Transitions Leaving the military and changing jobs means new benefits, opportunities, and challenges. We optimize new benefits and prevent mistakes in the transition process. Insurance From your home to your life, we will identify the right amount and type of insurance for your situation. Focused Meetings and Follow-Up 1st MEETINGGet Acquainted Get to know one anotherIdentify your goals, values, needs, and concerns 2nd MEETINGGet Organized Develop your current financial standingCreate your RightCapital accountLink online accounts Consolidate your financial information 3rd MEETINGGet A Plan Establish and prioritize financial goalUnderstand how your actions support those goalsDevelop a clear path of action ADDITIONAL MEETINGSGet Going Implement your planBiannual review meetings to track progressAdjust plan as life changesSpecial meetings before deployment, PCS, or transition out of the military. Unlimited phone and email support between meetings Fees Investable Assets < $100,000 $1,700 Annual Fee or $150 Per MonthPlusA One-Time Initiation Fee of $450 Investable Assets > $100,000 1% of Invested Assets Managed Per Year Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops!