Create your plan to thrive
Our custom strategies put you on a path to financial freedom.
Your planning journey.
Our process begins with understanding you. To build your plan, we start with your definition of thriving.
Once we have identified what thriving means to you, we compile all necessary information to develop your plan.
Once your plan is created, we come together and go over every aspect of your plan.
After we implement your plan on our end, we will consistently monitor and update your plan.
Intro Meeting
Plan Creation
Plan Presentation
Implementation
Action
Choose the plan that's right for you.
Foundation
Financial Coaching + Planning for...
- Jumpstarting your career
- Young families
- Consolidating retirement plans
- Helping your kids start planning for their future
Services
- Planning through life transitions
- Insurance needs analysis
- Saving allocation planning
- Debt reduction planning
- Employer benefits review
- Habit building
- On-call advisory
Investment Management
- Investment analysis
- Portfolio management
Fees
Planning Fee (if applicable)*
$0-75 per month
Investment Management Fee
Starts at 1% of total Assets Under Management (AUM)
Horizon
Comprehensive Financial Planning for...
- Pre-retirees 5-15 years away from retirement
- Newly widowed or divorced individuals
- Investing an inheritance
- Managing old 401Ks
Services (All of Foundations +)
- Asset allocation planning
- Cashflow analysis and planning
- Tax analysis planning
- Retirement income planning
- Estate and legacy planning
- Philanthropic planning
- Stock option optimization & planning
Investment Management
- Tax-loss harvesting
- Roth conversions
- Donor advise funds and foundations
Fees
Planning Fee (if applicable)*
$75-200 per month
Investment Management Fee
Starts at 1% of total Assets Under Management (AUM)
Pinnacle
Private Wealth Planning for...
- High net worth individuals or business owners with at least $5 million in investible assets on our platform
Services (All of Foundations +)
- Detailed tax planning
- Detailed estate planning
- Succession planning
- Access to Plan2Thrive network
- Estate documents
- Business valuation
- Tax & payroll services
Investment Management
- Access to private wealth investing
- Access to the Plan2Thrive network
Fees
Planning Fee (if applicable)*
Proposal delivered based on plan review
Investment Management Fee
Average fee of 0.56% of Assets Under Management (AUM)
In a nutshell.
We’re people. Just like you.
We understand the challenges of balancing work, family, and planning for the future because we’ve been there too.
That is why our advice isn’t just expert-driven but grounded in real-life experience. We believe financial planning isn’t just about numbers – it’s about you, your goals, and your dreams.
Big dreams, require a team.
We’re more than financial planners – we’re your partners in success. We take the time to understand your vision, align it with your goals, and create a clear, actionable plan to get you there.
With expert guidance and a team that truly cares, your dreams are closer than you think.
You’re in the Thriver’s seat.
We’ll craft the plan, but you’re the one in control. With your vision and our support, you make the decisions that drive your future forward.
Together, we’ll ensure your plan evolves with you, adapting as your life and goals grow.
Get started with us today.
Ready to start your journey to financial freedom, aligned with your purpose and values? Schedule a free introductory call today!
