Money isn’t everything, but it sure does help!
Every CEO has a CFO, a Chief Financial Officer. You are in charge.
You have a vision, and it’s time to execute. You know your life and your business best, and now you’ll have someone to help you translate that vision into actionable tasks and help you clarify, prioritize, and execute. We’ll help you figure out the financials that will take you where you want to go, wherever that may be.
Modern Assets Complete Me comprehensive financial planning package were designed for the individual or family who has a vision for the future, but needs help executing. As such we have designed two ongoing packages to suit your needs.
|90 Minute Intake Meeting|
|Access to Client Portal|
|Written Financial Plan with Specific Recommendations (Typically 5-10 pages.)|
|Financial Life Goal Setting|
|Cash Flow Statement|
|12 Month Modular "Action Plan" - To help you prioritize!|
|60 Minute Plan Delivery Meeting and Strategy Session|
|60 Minute Accountability Check-in - 30 to 45 days after delivery.|
|Investment Management Services for your IRA, Trust, or Retirement Accounts|
|Financial Checklists - To keep you moving in the right direction.|
|Implementation Assistance (As necessary.)|
|Ongoing Financial Coaching|
|One-Time Start-up Fee (Depending on complexity.)|
|Annual Fee, Total|