Services
Compare Our Offerings
(each offering includes a complimentary consultation)
Money Mastery
Onetime Fee:
$749
(income < 250k)
$1,495
(income > 250k)
Plan
Onetime Fee:
$2,950
Plan & Invest
Onetime Fee:
$1,495
Monthly Fee:
$200/ month*
(*waived for accounts >$500k)
Annual Assets Under Management Cost:
0.6% to 2%
(based on amount invested & strategy chosen)
What’s Included:
Financial Resources
- Dedicated CFP® Professional
- Client Portal
- 90 Day Engagement
Cash Flow Analysis
- Cash Flow Analysis
- Budget Support
Planning
- Goal Planning
Everything in Money Mastery Plus:
Financial Resources
- 120 Day Engagement
Planning
- Retirement Planning
- Social Security Planning
- Education Planning
Risk Management Analysis
- Life Insurance Review
- Disability Insurance Review
- Long Term Care Insurance Review
Investments
- Portfolio Recommendations
Everything in Plan Plus:
Financial Resources
- Ongoing Meetings
Implementation & Accountability
- Investment Management
- Insurance Solutions
Collaboration With Your Attorney & CPA
- Tax Planning
- Estate Planning
- Medicaid Planning
Money Mastery
Onetime Fee:
$749
(income < 250k)
$1,495
(income > 250k)
What’s Included:
Financial Resources
- Dedicated CFP® Professional
- Client Portal
- 90 Day Engagement
Cash Flow Analysis
- Cash Flow Analysis
- Budget Support
Planning
- Goal Planning
Plan
Onetime Fee:
$2,950
Everything in Money Mastery Plus:
Financial Resources
- 120 Day Engagement
Planning
- Retirement Planning
- Social Security Planning
- Education Planning
Risk Management Analysis
- Life Insurance Review
- Disability Insurance Review
- Long Term Care Insurance Review
Investments
- Portfolio Recommendations
Plan & Invest
Onetime Fee:
$1,495
Monthly Fee:
$200/ month*
(*waived for accounts >$500k)
Annual Assets Under Management Cost:
0.6% to 2%
(based on amount invested & strategy chosen)
Everything in Plan Plus:
Financial Resources
- Ongoing/ Quarterly Meetings
Implementation & Accountability
- Investment Management
- Insurance Solutions
Collaboration With Your Attorney & CPA
- Tax Planning
- Estate Planning
- Medicaid Planning
Money Mastery
Have you been meaning to take charge of your money? Looking for a way to get your monthly finances under control? If so, this is for you! Based on your needs and wants, we will work together to determine an appropriate cash flow required to meet all your monthly needs.
How It Works
Learn
Our collaborative relationship begins by learning about you and your goals.
Analyze
We’ll analyze your cash flow, and provide you with a better understanding of your current financial situation in an easy-to-understand format.
Recommendations
Through follow-up discussions with you, we’ll determine recommendations and set short-term, achievable goals to improve your cash flow.
Accountability Meeting
We’ll meet a month later to have our final meeting to assess your progress and provide suggestions to help you keep going in the right direction.
Money Mastery Benefits
Client Portal
You will have access for 90 days to a secure portal, that connects to your accounts and shows your paths to your goals, and how you are progressing toward them.
Equipped For Success
You’ll understand your money inflows and outflows in a clear financial manner, so you are better prepared to meet your life goals.
Security
Stay on track with your saving and spending needs, so you can feel more secure about your finances.
Stress-free Life
Live the lifestyle you desire without stress!
Plan
Have you been meaning to create a plan so you can achieve the financial goals you desire? Based on your needs, goals, and aspirations, we’ll work together to provide you with a clear picture of your financial life, and action items you can take so you and those you care about live your desired lifestyle.
How It works
Dive In Deep
We will take a deep dive into your financial details so we can get a comprehensive picture of your financial life. Our collaborative relationship begins by learning what is important to you and uncovering short- and long-term goals you are most passionate about, and where you are in relation to achieving them.
Analyze
We’ll analyze your complete picture and provide you with a better understanding of your current financial situation in an easy-to-understand format.
State of Union
In our next meeting, we deliver a State of the Union for your finances. This address is a complete account of what we have discovered, and when we will begin to identify opportunities for improvement.
Accountability Meeting
We’ll meet a month later to have our final meeting to assess your progress and provide suggestions to help you keep going in the right direction.
Plan Benefits
Client Portal
You will have access for 120 days to a secure portal, that connects to your accounts and shows your paths to your goals, and how you are progressing toward them.
Equipped for Success
You’ll understand your financial situation in a clear financial manner, so you are better prepared to meet your life goals.
Security
Stay on track with your goals, so you can feel more secure about your financial future.
Stress-Free Life
Live the lifestyle you desire without stress!
Plan & Invest
Would you like to feel more secure about your financial future? Are you looking for help along your journey? This is our most comprehensive offering, designed to support your ongoing needs, goals, and aspirations, providing you significantly more control of your financial life, so you and those you care about live the lifestyle envisioned.
How It works
Dive In Deep
We will take a deep dive into your financial details so we can get a comprehensive picture of your financial life. Our collaborative relationship begins by learning what is important to you and uncovering short- and long-term goals you are most passionate about, and where you are in relation to achieving them.
The State of the Union
In our next meeting, we deliver a state of the union for your finances. This address is a complete account of what we have discovered, and when we will begin to identify opportunities for improvement.
Take Action
Next we help you implement the plan. Recommendations including investment strategies, insurance solutions, or small behavioral changes to move you toward greater success.
Coach and Encourage
This is an ongoing part of the process where we coach you through the creation of good financial habits and establish regular “wealth checks” to help ensure the plan is meeting your stated goals.
Plan & Invest Benefits
Client Portal
You will have access to a secure portal that connects to your accounts and shows your paths to your goals, and how you are progressing toward them.
Ongoing Advice & Accountability
You will receive ongoing financial advice and accountability so that when your circumstances in life change, we are by your side to listen and guide you appropriately.
Dedicated Team
Through a dedicated team, you will get the service you expect and deserve.
Strategies & Solutions
You will have access to Attitude’s broad offering of time-tested wealth management and risk management strategies, so you can feel more confident and better prepared for the future while enjoying the present, in a less stressful manner!
How We Are Paid
Each client situation is unique, so not every fee or commission will apply in every situation. We are fiduciaries with all of our clients, which means we put your interests first, and will never put our compensation ahead of achieving your financial goals. Rest assured you will be informed in advance of any charge or change to your payment structure.
One-time Fee
A one-time fee is charged for services provided. We charge a one-time fee for the initial creation of a financial plan.
Monthly Fee
We often use a monthly fee model for ongoing services after a financial plan has been created. These ongoing services may include coaching and monitoring progress toward goals.
Asset Fee
An Assets Under Management (AUM) fee is calculated based on the total assets we manage for you.
Commissions
There can be commissions based on the purchase/sale of a specific solution, such as a security, annuity, or insurance policy.
It’s Easy To Get Started!
