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We help people in all stages of their lives, and our pricing reflects our comprehensive Personal CFO approach to financial planning.  Instead of requiring a minimum amount of investable assets to work together, we offer a monthly fee to offset the cost of planning until your investment fees reach a point of covering our services.  

How we charge:

Monthly Personal CFO Plan

  • Starter CFO

    99$
    Every month
    Perfect for everyday professionals
     

  • Personal CFO

    249$
    Every month
    Perfect for business owners and busy families
     

  • Student Loan Consult

    199$
     
    1 Hour consultation
    Valid for one month

  • Student CFO

    49$
    Every month
    Designed with students and residents in mind
     

  • Up-Front Planning

    1,500$
     
     

Plan will be auto renewed until cancelled

Investment Advisory Services offered through Elevated Financial Group, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Please review Important Disclosure Information set forth in page link below.

 

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