Financial Confidence Program (Ongoing financial planning and/or coaching)

  • GOLD Program ⇒ $4,800 annual fee, payable either monthly or quarterly.
     
  • SILVER Program ⇒ $3,000 annual fee, payable either monthly or quarterly.
     
  • BRONZE Program ⇒ Less than $75,000 AGI: $1,200 annual fee, payable either monthly or quarterly.   
                                   ⇒ Greater than $75,000 AGI: $1,800 annual fee, payable either monthly or quarterly.