Stay on track year after year — a dedicated review that keeps your knowledge sharp and your strategy aligned.
Year-over-year portfolio progress review
Strategy adjustments as life changes
Updated plan options & fund overview
Fund category & expense comparison
Age-based allocation re-alignment
Fresh model allocation comparison
3-Month Transformation Program
The Objective: A high-impact, step-by-step transformation designed to bridge the gap between "earning money" and "building wealth." This program moves you from financial overwhelm to a fully automated, strategic wealth engine.
$2,500.00 - Full Program
Bi-weekly Sessions
A structured, step-by-step transformation designed to help you master your money permanently.
Full financial life audit
Custom wealth-building roadmap
Portfolio + income strategy alignment
Debt, savings, and investing integration
If you do not have an investment account, we’ll guide you on how to go about opening one
Ongoing accountability & coaching
Direct access between sessions
Understand your retirement accounts fully — make every dollar work as hard as you did.
Optimize employer-sponsored retirement plans.
Roth vs. Traditional strategy discussion
Employer Match Utilization: Ensuring the client contributes enough to capture 100% of any company match.
Fund Selection & Fees: Replacing expensive, high-fee mutual funds with low-cost index funds within the plan's limited options.
Rollover Strategy: Evaluating whether to leave an old 401(k) behind or roll it over into a Rollover IRA or current workplace plan.
Fund category comparison
Expense ratio spotlight — where hidden costs live
Age-based allocation frameworks
Fee & expense ratio review
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