Menu of Services
It used to be the case that you needed to have tons of money invested with a financial advisor to receive financial planning advice.
Not anymore. We’re changing the industry.
We offer several options that allow you to receive the financial planning guidance you need from our highly-qualified CERTIFIED FINANCIAL PLANNER™ professional without having us manage your investments.
Comprehensive: High-Value Financial Planning
Plan+: Financial Plan Plus One Year of Support
Unbiased guidance, no investments necessary, one low fee
As part of our mission to increase access to high-quality financial planning from a qualified CERTIFIED FINANCIAL PLANNER™ professional, we offer the ability to purchase a full financial plan plus a year of financial planning support. We call it Plan+.
You pay one flat fee (half upfront, half at time of plan delivery) regardless of how simple or complex your financial situation is.
This option is our best value. It combines our financial plan creation services ($1,197) and our one-year financial planner on call service ($2,397).
Price: $2,397 ($200 discount available)
The Plan+ option includes the two below services for a lower price than you would receive a la carte:
Financial Plan
Only
Putting your future into focus
If you’re looking for just a financial plan without any implementation support, we can do that for you.
Our qualified CERTIFIED FINANCIAL PLANNER™ professional will put together a financial plan document and present it to you providing key insights and recommendations.
And it’s still only one fixed fee regardless of complexity.
Price: $1,197
Financial Planner
On Call
One year of having a financial planner in your corner
Do you want to be able to pick up the phone and speak with a CERTIFIED FINANCIAL PLANNER™ professional any time during our regular business hours but aren’t ready for a financial plan?
Our Financial Planner On Call service allows you to have access to our financial planning services for a full year without the need to put together a financial plan.
Price: $2,397 for one year
Basic: Financial Wellness Guidance
Month-By-Month Guidance
Get your financial house in order
While we believe that everyone can benefit from a full financial plan, we recognize that you might not be ready to commit right now. That’s why we created a basic month-by-month option.
Utilizing the genPOWERMENT by Generation Capital Management platform, you’ll work with our CERTIFIED FINANCIAL PLANNER™ professional on a monthly basis to address your financial concerns and get to know us.
There’s no commitment—you can cancel at any time.
Price: $177 per month
Consultation and Service Charged Hourly
Hourly Consultation
Expert insight at a straightforward hourly rate
There may be a situation where an individual or family needs some time with a CERTIFIED FINANCIAL PLANNER™ professional without an ongoing relationship. We have a solution for that.
We offer our financial planning services at an hourly rate to help you work through whatever is challenging you. It could be anything from doing a deep-dive on your budget, to having someone help you navigate the execution of an estate, all the way to putting together a financial plan. We’re happy to help however you need us to!
Price: $150 per hour
