Stage 1: Young Professional Adults( Ages 25-40s)

Helping high-Potential professionals build strong financial foundations without feeling overwhelmed.”

Core Needs

• Cash Flow & Budgeting
• Student Loan Strategy
• First home decisions
• Employer benefits & equity compensation
• Early investing & tax efficiency

Pricing Model

• Monthly coaching/ subscription
• $150 per month
• 6-12 month minimum engagement

“Helping you retire confidently within 5 years with clarity around income, taxes, and timing.”

Core Needs

• Retirement readiness analysis
• Tax planning & Roth strategies
• Social Security optimization
• Employer Retirement Plan decisions
• Exit -from-work planning

Pricing Model

• One-time planning fee +on going retainer
• $1500-$2,000 upfront
• $250 /month ongoing

”Turning savings into sustainable Income while minimizing taxes.”

Core Needs

• Income distribution planning
• RMD strategy
• Tax-Efficient Withdrawals
• Medicare & IRMAA awareness
• Legacy & estate coordination

Pricing Model

• Ongoing planning or AUM
• $350/Month or
• .70-1.00% AUM