A package for Gen X and Gen Y clients, our Wealth Building package is perfect for people who want to get started on a path to a solid financial future. Wealth Building provides an ongoing relationship that begins with a comprehensive plan, followed by implementation of that plan. Once we’re pointed in the right direction, we provide regular checkups to make sure you are achieving your goals, and continually monitor your investments to help you grow your wealth.
The Wealth Building package is billed monthly at a rate starting at $250 a month. Minimum one year contract. This package includes the following areas. Or, check out a complete list of all of our services.
Retirement capital needs analysis
Initial investment recommendations
Foothills Financial Dashboard
College investment planning
Cash flow analysis and budgeting
Continuous financial planning support