Juicing is the term we use to describe a professional financial planning process that incorporates your personal values as well as your financial wherewithal.
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. 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® PLANNo Investment Management Services
|One-Time Deposit $1,200||Planning Rate Balance of $5,700 due upon completion of the plan.|
Juicing® PLUSWith Investment Management Services
|One-Time Deposit None||Planning Rate After a Juicing® plan, asset-based rate starts at 1.25% of first $1M.|
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.