Complete Me

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.

 

What's Included
Guide Me
Complete Me
90 Minute Intake Meeting
Yes
Yes
Access to Client Portal
Yes
Yes
Financial Plan with Specific Recommendations
Yes
Yes
Financial Life Goal Setting
Yes
Yes
Balance Sheet
Yes
Yes
Cash Flow Statement
Yes
Yes
12 Month "Action Plan" To help you prioritize!
Yes
Yes
60 Minute Plan Delivery Meeting and Strategy Session
Yes
Yes
Email Support
Yes
Yes
60 Minute Accountability Check-in - 30 to 45 days after delivery.
No
Yes
Financial Checklists - To keep you moving in the right direction.
No
Yes
Regular Check-ins
Semi-Annual
Quarterly
Implementation Assistance (As necessary)
No
Yes
Ongoing Financial Coaching
No
Yes
One-Time Start-up Fee (Depending on complexity.)
$1500+
$1500+
Annual Fee, Total
$2400
$3600
Payment Schedule
Monthly
Monthly
Investment Management Services for your IRA, Trust, or Retirement Accounts
Starting at 1% of Total Investable Assets, negotiable.
Starting at 1% of Total Investable Assets, negotiable.
The Bottom Line
Total yearly fees for planning and asset management not to exceed $5,000 annually.
Minimum comprehensive planning and asset management fee of $5,000 annually. Planning is included with investable assets above $600K.

Is Comprehensive Financial Planning the right choice for you?

LET’S TALK ABOUT IT.