Services & offers to help you live better now
HOW WE CAN WORK TOGETHER
1 on 1 Coaching
includes
Eden Financial Freedom Journey™
Review of your current financial situation
Recommendations
Everything listed below under one-time services
Perfect for anyone looking for something more personal
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.
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Implementation
Education
1:1 Coaching fee waived with investments under management over $300,000.
One-Time Service
Need help with just one aspect of your finances? This option is for you. I offer ala cart services.
PERFECT FOR ANYONE LOOKING FOR answers on one topic
Company retirement plan review
Public Service retirement plan review
Retirement planning or optional work planning
College planning
Insurance evaluation
Spending allocation and review
Stock, bond, mutual fund and ETF review, one time selection
Goal analysis
Values analysis
Healthcare planning
Investment review
Financial education
Tax Review
Estate Planning Review
Credit Score help
Consultation
Business planning
Cash flow + Debt Management
College savings
Employee Benefits Optimization
Estate Planning
Financial Goals
Insurance
Investment Analysis
Retirement Planning
Risk Management
Tax Planning Strategies
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Investment/Asset Management
RATES
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.
PERFECT FOR ANYONE LOOKING FOR help on investing/asset management
This includes a full questionnaire on your investment style, behavior analysis & values. We will review your risk tolerance and your current investments.
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.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
Educational Workshops and Seminars
Workshops on Financial Literacy
Seminars on college planning, tax planning, & Retirement planning.
PERFECT FOR ANYONE LOOKING to learn more about financial literacy
I will be hosting workshop and seminars. Please view a list of my upcoming seminars here.
DETAILS
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Special services
Accounts I can open
College Savings Accounts
Retirement Accounts
Company Retirement Plans
Individual Accounts
Trust Accounts
Estate Accounts
Business Accounts
Donor Accounts
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.
Process and how I work with you
Get Organized Meeting (90 Minutes)
Discovery Meeting
(60 Minutes)
Focusing on your concerns, goals and desires will allow us to understand your unique needs and objectives.
Explore Possibilities Meeting (60 Minutes)
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.
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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.
02
03
Eden Financial Freedom Journey™
Ongoing Financial Planning (Quarterly)
Plan Delivery Meeting (60 Minutes)
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.
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