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
• Long–term 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% |
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