Pricing Options
Self-Directed
$25/Month
- Access to eMoney
- Access to the Lifestyle Utility Program
- Access to self-guided investing platform
- Annual review with a Financial Advisor
- Cash flow management
Semi-Annual
$50/Month
Quarterly
Reviews
$75/Month
- (4) Web conference sessions with a CFP® professional
- Access to eMoney
- Access to the Lifestyle Utility Program
- Access to self-guided investing
- Access to managed investment portfolios
- Cash flow management
- Retirement planning
- Insurance review
- Distribution Education
Private Wealth
$125/Month
- (12) Web conference sessions with a dedicated CFP® professional
- Access to eMoney
- Access to the Lifestyle Utility Program
- Access to self-guided investing
- Access to managed investment portfolios
- Cash flow management
- Retirement planning
- Insurance review
- Distribution Education
- Wealth Planning