Our Pricing.
Simple. Clear.
We want to help Christian investors and retirees in their 30s, 40s, and 50s no matter where they are in their wealth journey.
Personal CFO
Ongoing Comprehensive Financial Planning and Delegated Investment Management for Christian investors and retirees in their 30s, 40s, and 50s who have not yet built significant investable assets.
Our Personal CFO Commitment
Unlimited Access To Comprehensive Financial Planning Software
Unlimited CFO Chat Support
Access to New & Existing Tutorial Library
Done-For-You Comprehensive Financial Plan.
2 annual strategic meetings.
Financial Dashboard with quarterly reporting.
Ongoing insights and opportunities shared and discussed.
Active Liaison Between You & Other Financial Professionals.
Delegated Investment Management
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$600 Upfront + $175/Month for Single
$750 Upfront + $250/Month for Families.
*Pricing may differ based on complexity and scope
Personal CFO+
Ongoing Comprehensive Financial Planning and Delegated Investment Management for Christian investors and retirees in their 30s, 40s, and 50s who’ve already built up sizable assets.
Our Personal CFO+ Commitment
Unlimited Access To Comprehensive Financial Planning Software
Unlimited CFO Chat Support
Access to New & Existing Tutorial Library
Done-For-You Comprehensive Financial Plan.
2 annual strategic meetings.
Financial Dashboard with quarterly reporting.
Ongoing insights and opportunities shared and discussed.
Active Liaison Between You & Other Financial Professionals.
Delegated Investment Management
-
1%/year of assets managed
$250,000 Minimum
Billed monthly
*Personal CFO+ is required for prospective clients with $250,000 or > in investable assets. Typically includes brokerage, IRA’s, and employer sponsored retirement plans.