Financial Planning

CLIMB

Small Project (up to 3 meetings) Best for advice and coaching for one of the following: Budgeting and Cash Management System Debt Reduction and Management Investing Review Insurance Review $100 dollars per meeting

$100 dollars per meeting * First meeting is free*

EMPOWER

Long-term Project Best for projects like: Retirement Planning Investment Planning Real Estate Purchasing Goal Employee Benefits Financial Goals $300 Upfront, then $75 monthly

$300 Upfront, then $75 monthly *First meeting is free*

The Mountaintop Wealth Experience

Includes everything in CLIMB and EMPOWER, Plus Generational Wealth Coaching Employee Stock Options <br College Planning Tax Planning Employee Stock Option Assistance Investment Planning Retirement Planning Full Financial Plan and Report $300 upfront then $150 Monthly

$300 upfront then $150 Monthly *First meeting is free*