Eden Financial Freedom Journey™
Review of your current financial situation
Everything listed below under one-time services
This includes a full review of your current situation, what you care about most, and your goals. This covers: budgeting, debt education, tax planning, estate planning, investments planning, & retirement or work optional planning.
1:1 Coaching fee waived with investments under management over $300,000.
Need help with just one aspect of your finances? This option is for you. I offer ala cart services.
Company retirement plan review
Public Service retirement plan review
Retirement planning or optional work planning
Spending allocation and review
Stock, bond, mutual fund and ETF review, one time selection
Estate Planning Review
Credit Score help
Cash flow + Debt Management
Employee Benefits Optimization
Tax Planning Strategies
1% for assets between $0-$250,000
.90% for assets between $250,001 - $500,000.
.80% for assets between $500,001 - $1,000,000.
.70% for assets between $1,000,001 - $2,500,000.
This includes a full questionnaire on your investment style, behavior analysis & values. We will review your risk tolerance and your current investments.
.60% for assets between $2,500,001 - $5,000,000.
.50% for assets between $5,000,001 - $10,000,000.
.40% for assets between $10,00,001 – 20,000,000.
.30% for assets between $20,000,001+.
INCLUDES Includes complementary financial planning
Workshops on Financial Literacy
Seminars on college planning, tax planning, & Retirement planning.
I will be hosting workshop and seminars. Please view a list of my upcoming seminars here.
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College Savings Accounts
Company Retirement Plans
For one on one coaching, we will meet monthly, over 3 months, either in person, zoom, or phone call. Then we will meet on a quarterly basis.
Focusing on your concerns, goals and desires will allow us to understand your unique needs and objectives.
We will collect any necessary information while helping you sort through your financial lives and get organized.
Analyzing and evaluating your current financial status together using our financial planning software.
I offer a free initial consultation to see if we would be a good fit to work together. I will ask you questions to get to know you and what you are looking for. I want to get to know you, how I can help you and what I can offer.
Developing and presenting financial planning strategies. The goal is to commit to implementing the top 1 or 2 recommendations.
We will implement the remaining financial planning recommendations together and meet quarterly to ensure that we are making progress.