Your Executive Service Pricing Summary
One time $500
No Minimum Investment
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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
• Life Changes and Assumptions
•Revisit prior recommendations
Portfolio Tracking and Allocation
Asset allocation design
Estate Planning Review
• Estate planning strategies
•Review estate documents
Insurance Review and More!
•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
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!
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%|