Your Executive Service Pricing Summary

Annual Subscription

$3,600

Monthly Commitment

$400/mo

Financial Coaching

One time $500

Investment Services

No Minimum Investment

Competitive Rates

 

Scroll down for more details!

SIMPLE PRICING. EXTENSIVE PLANNING.

 

Option 1 – All-Inclusive, Annual Commitment, $3,600*

 

What’s in the Box?!:

Goal Setting, Tracking, and Guidance

Financial position update

Projected cash flow

Progress reports

• Life Changes and Assumptions

Reaffirm Priorities

Revisit prior recommendations

Portfolio Tracking and Allocation

  • Portfolio Rebalancing

  • Asset allocation design

  • Risk/suitability analysis

  • 401(k)/403(b) guidance

Estate Planning Review

• Estate planning strategies

Review estate documents

Legacy Planning

Insurance Review and More!

Insurance Review

Employee Benefit Guidance

Tax information gathering

Coordination with tax professional

Year end tax strategies

• Longterm tax planning strategies

 

Option 2 – Monthly Commitment, $400

For those just starting out or prefer short term commitments. 

When you’re ready to graduate, you turn off the tap. SIMPLE and EASY! 

Financial Coaching, $500

For those not ready for comprehensive planning, you may prefer a coaching experience. Topics may include but are not limited to:

Debt Reduction ~ Credit Score Improvement ~ Saving for a Home ~ Expense Planning ~ Retirement Savings ~ Insurance Review ~ Emergency Fund Creation

*Payment Plans Available 

Service Expectations

FEE ONLY.

NO COMMISSIONS.

NO QUOTAS.

NO CONFLICT OF INTERESTS.

All Clients Receive:

Unlimited access to phone and email support with any and all questions

Complimentary Initial Meeting

Complimentary Check In & Follow Up Meetings as Needed

Introductions to Lawyers, CPAs, etc. as needed.

Access to our Account Aggregating Mobile App!

Absolute Confidentiality

Investment Services

 

NO MINIMUMS.

Catered to your risk tolerance and investment timeframe.

Simple and clear. No fancy distractions.

You take investing seriously. Your trust will be earned and respected.

 

All-Inclusive Subscribers – Any and all investment service fees paid to McCarty Money Matters will reduce your out-of-pocket subscription fees. Exceed $280,000 in invested assets and pay no planning fees!

 

 

 

Account Value Annual Advisory Fee
$0 – $500,000 1.25%
$500,001 – $1,000,000 1.00%
$1,000,001 – $2,500,000 0.75%
$2,500,001 and Above 0.50%

Tired of watching financial videos on YouTube? Get back to watching cats and babies by clicking below!