Dream Builder Program
Financial coaching from a CFP® Professional and tools to help you organize, simplify, and automate your finances.
$99/month for individuals
$149/month for couples
- Elements® Financial Monitoring App
- One Page Financial Plan
- Financial Independence Presentation
- Two optional 30-minute onboarding sessions are included.
- Monthly clients-only group coaching calls
- Option for 60 minute annual review meeting.
- Quarterly Updates via the app to track progress
- Monthly e-mails with helpful financial tips to guide you
- Additional meetings with a CFP® Professional are billed at $400 per hour.
Questions we can help answer
- How much wealth do I need to make work optional?
- Am I taking the right amount of risk in my portfolio?
- How much do I need to save to retire on my terms?
- Do I have the right mix of assets?
- Am I using my income wisely?
- Am I properly insured?
Articles Where I've Been Quoted
What is an FSA and How Does It Work? - The Wall Street Journal
10 Best Tips for Beginning Investors - U.S. News & World Report
Pay off student loans or invest? Here's how you can decide. – Fox Business
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