*Sliding scale based on income.
Includes: Life Course plan (Trajectory, goals, integrating services) and complete Family Financial Planning (Taxes, retirement, insurance, budget)
0 to $100,000.00= $1000.00 Plan/$75.00 Monthly
$100,001.00 to $200.000.00=$1200.00 Plan/$100.00 Monthly
$200,001.00 to 500,000.00= $1800.00 Plan/$150.00 Monthly
$500,001.00+ plan $2400/$200.00 Monthly.
Monthly 1-hour virtual open office meeting, access for questions, assistance with other agency paperwork, unlimited reviews and plan modifications, budget assistance, debt pay down assistance, help with IEP/ARD meetings-planning, and any advocacy or research.
$100.00 an hour
If you need assistance with a specific need, typical fees are $100.00 an hour.
Call for details about your particular situation.
Including Trajectory, goals, integrating services, and building support for the dream life.
$500.00 Plan construction and $100.00 Monthly.
Monthly 1-hour virtual open office meeting, access for questions, unlimited updates, reviews, plan modifications, help with IEP/ARD/ meetings-planning, and any advocacy or research. For example, a trajectory shows what we want (dream) and what we don’t want. Then we break down the dream into smaller goals and experiences that can lead to our desires. We expect changes as we grow and experience new things, so we modify and adjust.
Get information or ask for professional advice – call our team at 479-222-1050.
385 Dallas Lane
Springdale, AR 72762
By Appointment Only
ChSNC®| CFP®