Pricing & Plans
Pricing & Plans
Foundational Level:
This level of service is ideally suited for someone who is just getting started. A foundational client has very little in the way of invested assets and may or may not have a firm understanding of what their financial goals are.
At this level, your dedicated advisor completes a 1 hour Fact Finding session with you to get a firm understanding of where you are and where you wish to go.
Foundational members complete the Fundamentals of Financial Literacy coursework in a self paced learning environment. During your first year at this level your dedicated advisor will assist you with the following:
- Credit Analysis
- Will Preparation
- Budget Creation
- Cash Flow Analysis
All of your financial data and progress will be input and measured on our Wealth Portal.
Unlike working with other firms where you only hear from someone when they want to sell you something, you will be in contact with your dedicated advisor through the following means:
- Email (returned within 72 hours)
- Phone (Semi-annual 30 min progress calls)
- In Person (Yearly review/planning session)
The monthly subscription dues for the Foundational Level begins at $77/month.
Developing Level:
- Investment Policy Statement
- Debt Management Strategy
- Complete Insurance Needs Analysis
- Tax Return Review
- Living Will (Healthcare POA) preparation
- All Foundation Level Services
- Wealth Portal
- Email (returned within 48 hours)Phone (quarterly 15 min progress calls)
- Semi-Annual Face 2
- Face Status Meetings
Transitional Level:
- Asset Protection Strategies
- Business Formation Assistance
- Crowdfunding Education
- Real Estate as an Asset Class
- Trust Preparation
- All Foundation & Transitional Level Services
- Email (returned within 24 hours)
- Phone (quarterly 30 min progress calls)
- Semi-Annual Face 2 Face Status Meetings
Mastery Level:
- Business Management Review
- Business Financing Planning
- Concierge Services
- Comprehensive Financial Plan
- Cost Savings Analysis
- Estate Planning Power of Attorney
- Tax Mitigation Strategies
- All Foundation, Developing and Transitional Level Services
- Email (returned same day)
- Phone (monthly 15 min progress calls)
- Quarterly Face 2 Face Status Meetings
- Annual Client Appreciation Event
All levels of service come with our proprietary Value Calendar!! This tool allows you to gauge the value that you are receiving each month and allows Wealth Our Way to truly stand out in the financial services industry by providing our members with a true way to determine what they are paying for and what it is worth!!
Please denote your desired level of service below and we can begin today!!