Personal Finance Fitness Membership

Get Financial Planning  for less than the price of your morning coffee each day.

Many people mistakenly believe that hiring a personal financial advisor is something they can't afford to do. Depending on where you go... that may be true. However, when you hire an advisor that utilizes technology and the power of the internet, you now have the ability to get the professional advice you need to be successful at a price anyone can afford.

Worried about your age? We have clients in their early 20's all the way to 87, you can have $2 million in investments or be a total beginner with none and we'll still work with you! As long as you're serious about planning for a successful financial life... we welcome you here.

The cost for 12-months of Professional Management is as low as $50/month. That's only $1.64 a day!

Now That’s Affordable Peace of Mind

Here's a list of the services you will receive in each package;

Retirement Plan Advice and Comprehensive Financial Planning

• Investment advice, portfolio monitoring, 401k, 403b, 457
• Quarterly rebalancing recommendations
• MoneyGuidePro Financial Plan Subscription (reviewed annually)                                   
• Personal Financial Portal Subscription
• (3) 15 minute quarterly phone call meetings
• (1) Annual face to face meeting, or for convenience (Skype, GoToMeeting, etc.)
• Unlimited Email Support       

        $50.00/month