Can You Improve Your Finances?
This is honestly the biggest question you need to answer. Can you make major improvements to your financial situation?
What has been holding you back up until now?
- Time
- Energy
- Knowledge
- Clarity
- Lack of interest
- Afraid to make a mistake
- Procrastination
Would working with a financial expert streamline your ability to establish a real strategy and actually implement it?
I believe that Leveling Up Financially is permanent!
As you improve your finances, you gain momemtum and confidence, which makes it easier to achieve your goals while living your best life.
Cost of Financial Planning
Old School
Unfortunately, all financial advisors are not created equally. A majority of individuals and large companies are transaction based which leads to you being sold too, yuck.
Often, these advisors will not provide much value outside of investment management, and may receive large commissions to sell you a product that may not be in your best interest.
Level Up Pricing
To make real financial strategies accessible, I provide three service levels. All levels allow us to collaborate on what matters most to you and create a path to you reaching your goals with confidence.
Since Level Up Financial Planning is a Fee-Only Financial Planner, we only serve our clients best interest, and there are no sales. Just transparent service levels that maximize your ability to improve your finances and most importantly your quality of life.
Choose Your Level Up Service Level
Comprehensive Financial Planning
Strategy Guide
(Comprehensive Financial Planning)-
4 Meeting Level Up Process
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Clarify your goals
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Focus on the key actions that will unlock your next level of financial success
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Game plan & track progress towards all of your goals
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Access your whole financial picture in one spot
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Quarterly checkpoint meetings
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On-demand meetings and communication for when life changes
-
Discounted tax filing through Power Up Tax Planning Services
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Investment Management not included*
Comprehensive Financial Planning
Strategy Guide
(Comprehensive Financial Planning)-
4 Meeting Level Up Process
-
Clarify your goals
-
Focus on the key actions that will unlock your next level of financial success
-
Game plan & track progress towards all of your goals
-
Access your whole financial picture in one spot
-
Quarterly checkpoint meetings
-
On-demand meetings and communication for when life changes
-
Discounted tax filing through Power Up Tax Planning Services
-
Investment Management not included*
Wealth Management
Wealth Management
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Identify return needed to reach your goals
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Identify your investment stats
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Tax-optimization & strategy
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Low-cost investments
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*Strategy Guide Required
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Wealth management fees may reduce monthly strategy guide costs
Tax Filing
Tax Filing
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Review previous year's return
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Optimize current year's return
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Strategy for next year and beyond
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Detailed tax stats summary
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*Strategy Guide Required
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Tax services provided by Power Up Tax Planning
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Additional forms not included in base cost
