Plan Production and Analysis
Foundational
Plan
Goal-tracking for non-advice clients
Renewal
Plan
Subsequent year advice clients
Initial
Plan
First-year advice clients
Advanced
Plan
SBO’s, Equity Compensation, Rental Properties, and Advanced Estate
We work with advisors on a minimum of 15 cases over a 12-month period which is a commitment of $3,750 paid on a monthly basis and reconciled quarterly.
Training Opportunities
$9,000
Plus travel costs
Team Training
(2 days on-site)
$9,000
Plus travel costs
Mini Camp
$2,000
Local travel
Daily
Access to Client Conversations Video Library
$600
Access to Training Video Library
$600
$250
Phone
