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.
We will help you with:
Upfront Planning Fee for the ELEVATE program is $500 - $20,000, depending on complexity and needs of the client.
Get ready to buy your first property
$75 - $150 per month
Upfront Planning Fee for the PIONEER program is $500 - $5,000, depending on complexity and needs of the client.
Project planning for short term goals
$500 - $20,000 Depending on complexity and needs of the clientBest 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:
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 > $500,000Aim to Achieve Your Financial GoalsStrategies That Manage Your Commission IncomeWays To Possibly Minimize Your Tax Bill
FULL SERVICE FINANCIAL PLANNING
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.