Services

Basic

  • intech Adoption: Innovative firms leverage technology for various aspects like digital banking, online platforms for investment and wealth management, automated processes (robo-advisors), and enhanced security features.
  • Customer Experience: Utilizing technology to streamline processes, offer personalized services, and provide convenient access to information can significantly improve client experience and engagement, says AssetMark.

Professional

Tiffany Aliche – The Budgetnista

  • 📚 Author and educator focused on financial literacy

  • 🎯 Focus: Empowering women and underserved communities

  • 📈 Known for: The Live Richer Challenge and legislation advocacy

  • 💬 Belief: “Financial education should be free and accessible.”

  • . Rick Ferri – The Index Advocate

    • 📉 Former Wall Street advisor turned low-cost investing evangelist

    • 🎯 Focus: Simplified portfolios using index funds

    • 📚 Author of The Power of Passive Investing

    • 💬 Belief: “Costs matter. Keep it simple.”

Business

 

✅ Financial Planning & Strategy

  • Retirement planning, wealth preservation, and goal-based financial roadmaps

  • Investment analysis and portfolio alignment (non-advisory guidance)

  • Cash flow optimization and debt reduction strategies

✅ Accounting & Bookkeeping

  • Monthly, quarterly, and annual bookkeeping

  • Financial statement preparation and reconciliation

  • Budget development and variance tracking

✅ Tax Preparation & Compliance

Enterprise

We offer a comprehensive suite of financial planning and management services designed to meet the evolving needs of individuals and small businesses.

 

  • Flat-fee, transparent pricing

  • Virtual-first, tech-enabled experience

  • Ongoing coaching vs. one-time plans

  • Values-based investing (ESG, impact portfolios)


 

fees and services are priced as follows

Document or ServiceTypical Cost Last Will and Testament$500 – $1,500 (flat fee)Advance Healthcare Directive$250 – $1,000 (hourly or flat fee)Power of Attorney$375 – $600 (flat fee)Revocable Living Trust$2,000 – $5,000+ (flat or retainer)Comprehensive Estate Plan Package$2,500 – $6,000+

Cancellations and returns must be submitted in writing within 72 hours of the date and time that the original order was placed.  Receipt and or proof of purchase required after that, 72 hour window.  here are exceptions to the rule.  All orders past that 72 hour window will be subject to a $185.00 administrative fee due at the time of cancellation or product return.