We love working with incredible people from all walks of life. You might be a great fit for our movement if you are...
Someone who likes do-it-yourself online investing tools
Someone who is interested in socially responsible investing options
Someone who has just started a business and wants to see it take off
Our Fees
We’re not going to try to pigeonhole you into one fee structure. Every situation is different, and you shouldn’t have to pay for a service you don’t need. We work hard to reduce redundancies and eliminate conflicts of interest. We offer 2 Financial Empowerment options determined by your needs and level of complexity, not your level of wealth:
Watching Your Back
$200 initial fee + $1,200 a year
You'll Get:
- Financial Empowerment App Access
- Goal setting and tracking
- Track your spending and budgeting
- Money essentials:
- Savings and investing strategies
- College and education planning
- Insurance Essentials
- Annual Review with an Advisor
Next Level Collaboration
$200 initial fee + $2,400 a year
You'll Get:
- Financial Empowerment App Access
- Goal setting and tracking
- Track your spending and budgeting
- Money Essentials PLUS:
- Everything from the essentials plan
- Retirement Income Projection and Distribution Strategies
- Early Retirement Options
- Social Security Optimization
- Philanthropy & Gifting Strategies
- Estate planning strategies
- Quarterly Review with an Advisor
