Services

Compare Our Offerings

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/ Quarterly 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

1.

Learn

Our collaborative relationship begins by learning about you and your goals.

1.

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. 

1.

Recommendations

Through follow-up discussions with you, we’ll determine recommendations and set short-term, achievable goals to improve your cash flow.

1.

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

1.

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.

2.

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. 

person speaking into a microphone icon
3.

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. 

4.

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!