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Start With A Complimentary Call
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What Does The Process Look Like?
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Value I Provide My Clients
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Visit Website
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Make sure you are using the correct sheet below (Indiv./Family/Recent Grad), then complete green fields to project your potential cost.
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Gross Income$0Total Proposed Cost
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Complexity Factor1.50%Initial Cost (One-Time)$1,000
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Estimated Annual Cost
$0
Monthly Payment (Checking)
$155
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Prorated Monthly Payments$155($155/month minimum)Projected Monthly Payment (Investment) Paid Quarterly
$0
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Cost above includes investment management on balances up to $200,000
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(However a portion of the cost can be withdrawn from investment account rather than checking)
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When estimating your directly managed assets, do not include funds that are tied up at your current employer's 401(k)
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Directly Managed Asset
$0
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Management Fee1.00%
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Estimated Annual Cost
$0
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Prorated Monthly Payments(Actually applied quarterly)$0
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Family
Indiv.
Recent Graduate
 
 
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