SERVICES

Evaluate our services and pricing in 3 easy steps.

1. Schedule a phone or virtual meeting Let's talk about how we can help you on your financial journey.

Schedule A Meeting

Available virtually or in-person

We can provide our services to anyone in the U.S. Schedule a time that works for you.

Family Friendly

Generational Wealth is the key. Ask us how you can save with family friendly pricing.

Financial Education

We provide financial education for those who were not taught in school or at home how to manage their finances.

Support when you need it most

We return your calls, text, and emails the next business day or sooner.

2. Attend your review meeting. Your financial review provides an online sneak peek of how our advice and services can help you.

The topics below show what type of advice and service we can provide for you.

: Evaluate investment accounts: Brokerage, 401k, 403b, 457s, IRAs, and Roth IRAs,

: Tax planning to save money now and later

: Retirement income planning for social security, pensions and annuities

: Debt management strategies

: Long-term, low turnover, investing strategies.

: Life, home, auto, disability, long-term care insurance planning and estate planning

: Employee Benefit Planning

: Prioritize buying assets and creating wealth.

: Investor profile, development, and monitoring.

: College planning and long-term investing for children.

3. Choose your path Select a service option that will maximize your security, confidence, and financial freedom.

“Help Me Start”

Financial advice and coaching – for 30 days on as needed.

$300

month to month

Get Started

Best for: Early career professionals and

Answers to your money questions & concerns about debt reduction, employee benefits, insurance planning, and college planning.

Access: RightCapital tool & mobile app

Includes: 1 hour session and follow-up.

“Climb with us”

Ongoing Comprehensive Financial Planning for one year.

$2,400

$200 monthly

Get Started

Best for: Mid-career professionals, entrepreneurs, and their families. Behind on retirement planning.

Planning topics: Employee benefits, insurance planning, investment planning, charitable giving, college, cash flow, retirement, estate planning, tax planning.

Access: RightCapital tool & mobile app

Plus 1-year of recommendations and implementation-ongoing advice

Optional: We will do the investing for you. Add our Investment Management Service for 0.75%-1.25% per year on invested accounts.

“Do it for me”

Wealth Management (Financial Planning & Investment Management)

$6,000

$500 monthly

Get Started

Best For: Entrepreneurs, pre-retirees, and retirees with sizable financial assets of $500,000 or more.

Planning topics: Employee benefits, insurance planning, investment planning, charitable giving, college, cash flow, retirement, estate planning, and tax planning.

Experience financial freedom with an all-in-one flat-fee value.

Access: RightCapital tool & mobile app

Plus 1-year of recommendations and implementation -ongoing advice

Investment Management is included.

Schedule A Meeting

Schedule a call today. We’ll create a plan so you can start living the life you want.

LET US BE YOUR GUIDE.

You have done things no one else in your family has done. It took smarts and hard work. Don’t gamble with your hard-earned success. Who is looking after your legacy? Do they understand how far you have come?

We will do a complimentary financial review before we can diagnose what service is best for you. Once we learn about you, your family, and your goals, we can start climbing, together.

Our approach is centered on financial planning, which examines all aspects of your financial life. Throughout our planning process, our goal is for you to feel confident about your journey ahead and empowered to take control of your future.

Your Climb starts here.

Schedule A Meeting

(423) 556 – 6727

100 Cherokee Blvd., Suite 2012, Chattanooga, TN 37405