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Pricing Options

Self-Directed

$25/Month
  • Access to eMoney
  • Access to self-guided investing platform
  • Annual review with a Financial Advisor
  • Cash flow management
  • fpPathfinder Resources
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Semi-Annual

$50/Month
  • (2) Web conference sessions with a CFP® professional
  • Access to eMoney
  • Access to self-guided investing
  • Access to managed investment portfolios
  • Cash flow management
  • fpPathfinder Resources
  • Retirement planning
  • Insurance review
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Quarterly

Reviews
$75/Month
  • (4) Web conference sessions with a CFP® professional
  • Access to eMoney
  • Access to self-guided investing
  • Access to managed investment portfolios
  • Cash flow management
  • fpPathfinder Resources
  • Retirement planning
  • Insurance review
  • Distribution Education
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Sign Up

Private Wealth

$125/Month
  • (12) Web conference sessions with a dedicated CFP® professional
  • Access to eMoney
  • Access to self-guided investing
  • Access to managed investment portfolios
  • Cash flow management
  • fpPathfinder Resources
  • Retirement planning
  • Insurance review
  • Distribution Education
  • Wealth Planning
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Sign Up

Securities, Financial Planning and Advisory Services offered through LPL Financial. A Registered Investment Advisor. Member FINRA & SIPC.

The LPL Registered Representative(s) associated with this site may only discuss and transact business with residents of the following states: CA, FL, GA, MD, MO, NJ, TN, TX

 

 

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