Broker Check

Annual Subscription Arrangement (ASA)

A program designed for clients with <$350,000

The Financial Planning Subscription Arrangement (ASA) is designed for clients looking for a CERTIFIED FINANCIAL PLANNER TM to help guide them as they build wealth, develop and monitor financial short & long term goals, or consider various investment or tax strategies. It is an unique program in that your current situation might only need certain aspects of your financial life addressed today; while reserving the ability to grow into a more cultivated and advance environment in the years to come. Review your needs and then decide on a corresponding annually subscription program and it's applicable fee, then schedule a discovery meeting so we can build your Roadmap to success. 

ACHIEVER

  • 1 Annual meeting to review accounts.
  • 1 additional 30 min. Financial Counseling session per year.
  • Access to Personal Financial website.
  • Short/long term Goal Planning with monitoring.
  • Annual New Worth Statement and projected Retirement Cash Flow Report.
  • Insurance and Beneficiary review.
  • Employer Retirement plan analysis.
  • Monthly Market & Economic updates.
$1,500 ANNUALLY

DELUXE

  • 1 Annual meeting to review accounts.
  • 2 additional 30 min. Financial Counseling session per year.
  • Access to Personal Financial website.
  • Short/long term Goal Planning with monitoring.
  • Annual New Worth Statement and projected Retirement Cash Flow Report.
  • Insurance and Beneficiary review.
  • Employer Retirement plan analysis.
  • Monthly Market & Economic updates.
  • Budget & Debt Reduction Plan.
$1,700 ANNUALLY

PREMIER

  • 2 Annual meeting to review accounts.
  • 3 additional 30 min. Financial Counseling session per year.
  • Access to Personal Financial website.
  • Short/long term Goal Planning with monitoring.
  • Annual New Worth Statement and projected Retirement Cash Flow Report.
  • Insurance and Beneficiary review.
  • Employer Retirement plan analysis.
  • Monthly Market & Economic updates.
  • Budget & Debt Reduction Plan.
  • Tax planning session
  • Ongoing Portfolio Monitoring 
  • Tax Loss Selling Recommendations
$1,900 ANNUALLY

EXECUTIVE

  • 4 Annual meeting to review accounts.
  • 4 additional 30 min. Financial Counseling session per year.
  • Access to Personal Financial website.
  • Short/long term Goal Planning with monitoring.
  • Annual New Worth Statement and projected Retirement Cash Flow Report.
  • Insurance and Beneficiary review.
  • Employer Retirement plan analysis.
  • Monthly Market & Economic updates.
  • Budget & Debt Reduction Plan.
  • Tax planning session
  • Ongoing Portfolio Monitoring 
  • Tax Loss Selling Recommendations
  • Coordination with external Advisors
  • Family Meetings
  • Stock Option Planning
  • Advice on Investments not currently under management
  • First Priority Service Response
$2,100 ANNUALLY