$250 setup fee and $83/ month
Just starting your consulting? Trying to get your financial life into shape? The Application Coordinator Package is for you. I’ll review your personal financial situation, make awesome recommendations, and help you vet any new contract offers that come your way. The Application Coordinator Package includes:
- Access to our online budgeting and planning tools.
- A thirty minute initial consult to find your pain points and goals.
- A full financial plan covering all areas of your financial life.
- One hour per year of video call support.
- Full email support.
- Access to ongoing webinars on personal finance and business building topics.
$500 setup fee and $149/ month
If you've been doing the consulting thing for a bit and know you need to optimize: The Application Manager Package is for you. We amp it up a notch and dig deeper into your personal finances. The Application Manager Package includes:
- The Application Coordinator Package
- A one hour initial consult to find your pain points and goals.
- One additional hour long meeting per year (two hours in total).
- Unlimited email and phone support. Seriously, whenever you need a question answered we're here.
- Annual plan full plan reviews. We won't let anything slip. This means you get 3 total face to face meetings annually.
$1,000 setup fee and $249/ month
You're killing it as a consultant and want to make sure you're optimizing your money. The Implementation Manager Package is for you. We’ll show you how to up your game, and make sure that you’re putting your money in all of the right pages. The Implementation Manager Package includes:
- The Application Manager Package
- An additional hour long meeting to cover relevant planning topics (four hours in total).
- Additional meetings as necessary to address major life events.
- One hour per year to help keep your taxes in order.