Juicing is the term we use to describe a professional financial planning process that incorporates your personal values as well as your financial wherewithal.
Pricing is based on the number of hours it takes us to develop your plan. Your plan is delivered over a series of strategy meetings using interactive online software, custom schedules and reports, engaging discussions about your options, and follow up emails with written action steps.
We offer a complimentary introductory meeting where we provide a personal pricing estimate based on your needs. Prior to our introductory meeting we ask that you complete our online Pre-Meeting Questions.
Once you have gone through our Juicing® planning process, for clients with investable assets of $1M or more we offer an all-inclusive service whereby we provide a full suite of financial planning services.
With Juicing® PLUS we're available to provide advice on anything that has to do with you and your money. We help you stay on top of all aspects of your financial life and coordinate with your other professionals such as CPAs, attorneys, mortgage brokers and insurance agents as needed.
|One-Time Deposit||Planning Rate|
Juicing®No Investment Management Services
|One-Time Deposit $500||Planning Rate Based on estimated hours at $200 - $300 per hour. Ranges from $4,000 - $12,000.|
Juicing® PLUSWith Investment Management Services
|One-Time Deposit $500||Planning Rate After a Juicing® plan, based on an asset-based rate ranging from .50 – 1.50% of household account size.|
Our typical client is someone age 50 plus with $1 million or more of investable financial assets.
In addition, you are likely a good fit if you:
Our services start by completing a set of online Pre-Meeting Questions. Once we receive those we reach out to schedule a complimentary introductory meeting.All of our services start with a complimentary consult - Get Started