Broker Check

CORE SERVICES

ELEVATE

Comprehensive financial planning for the real estate life

$250 per month, plus 50 basis points (0.50 percent) annually for investments under management in excess of $250,000.

Best for:

  • People who have mastered the financial basics and who are looking to build on their financial foundation.

We will help you with:

  • Real Estate Investments
  • Investment Strategies
  • Retirement Savings
  • Tax Planning
  • Cashflow & Spending
  • Mortgage Planning
  • Insurance Planning
  • Estate Planning
  • Credit Management
  • College Savings
  • Portfolio Management

This Includes:

  • Financial Mentorship
  • Investment Strategy
  • Mortgage Planning
  • Investment Management
  • Income Coaching
  • Weekly Real Estate Coaching

Upfront Planning Fee for the ELEVATE program is $500 - $20,000, depending on complexity and needs of the client.

PIONEER

Get ready to buy your first property

$75 - $150 per month 

Best for:

  • People just getting started (or restarted) on their financial journey, and who are looking to develop excellent financial habits
  • People who want to implement their financial plan on their own, with accountability
    • Quarterly Financial Coaching
    • Mortgage Planning
    • Right Capital Login
      • Budgeting and expense tracking

Upfront Planning Fee for the PIONEER program is $500 - $5,000, depending on complexity and needs of the client.

PURSUE

Project planning for short term goals

$500 - $20,000 Depending on complexity and needs of the client
Best for people looking to answer a specific financial question within a short time frame, or DIY folks looking for a second opinion on their strategy.
 

You dream of owning your first investment property – or your first home! But right now you’re juggling multiple priorities and trying to stay on top of all your bills.  Financial Coaching can help you figure it all out. You’ll work with your coach to:

  • Save for a down payment and first year's property expenses
  • Prepare for your new financial responsibilities
  • Make a spending plan that aligns with your values and goals
  • Build emergency savings
  • Tackle debt and student loans
  • Develop a strategy for your 401K
  • Buying or selling a new property
  • Determining budget for purchasing a home or property purchase
  • Making decisions on employee stock compensation and stock options
  • Evaluating an employment offer or exit package
  • Navigating student loans or debt
  • Deciding what to do with your 401(k) when you leave a job

TOP PRODUCER

Exclusive Financial Planning for Real Estate Professionals

$1,500 initial strategy + $750/quarter financial planning fee plus investments management fee for assets under management < $500,000. Planning fee waived with assets under management > $500,000
Aim to Achieve Your Financial Goals
Strategies  That Manage Your Commission Income
Ways To Possibly Minimize Your Tax Bill

FULL SERVICE FINANCIAL PLANNING

  • Goal Setting
  • Commission Income Management
  • Financial Plan Optimization
  • Retirement Planning
  • 1099 & Real Estate Tax Planning
  • Insurance Analysis
  • Debt & Mortgage Analysis
  • Estate Planning Review
  • Net Worth Concentration

Our innovative financial planning software allows us to collaborate on a multitude of financial planning topics, employ scenario modeling and analysis, securely share your personal documents, and link all your personal financial accounts to one central hub. Whether you are on the app or logged in on your computer, you have access to your full financial picture.