Dream Builder Program
Tools to help you organize your finances and support your do-it-your self strategy, while getting trusted guidance from a CFP® Professional.
$85/mo billed annually or $100/mo - Individuals
$125/mo billed annually or $150/mo - Couples
- Elements® Financial Monitoring App
- One Page Financial Plan
- Financial Independence Presentation
- Two 30-minute onboarding sessions are included.
- 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 $400 per hour
- Monthly clients-only group coaching calls.
- 50% discount on investment management.
A Few Questions We Can Help Answer:
- How much wealth do I need to make work optional?
- Are you taking the right amount of risk?
- Do you have the right mix of assets?
- Are you using your income wisely?