Pricing:
Wealth Planning Light
$750/Year
Per $100K of Assets
Includes (but not limited to):
401k Selection
Brokerage Account
Roth/Traditional IRAs
College Savings Account
High-Yield Savings Account
Real Estate & Stock Market Investing
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Wealth Planning Light is meant for folks below age 55 who want to go ‘beyond the basics’ of money with 1:1 support. Investment Management only.
*Financial Plan can be included as one-time cost at $4,500, or when asset size reaches over $500K.
*Fee can be paid from investment account.*
Strategic Planning
$4,500+/Year
+$1,250 One-Time Fee*
Includes Wealth Planning Light benefits, plus:
Estate Planning & Inheritance Planning
Social Security & Medicare Analysis
Retirement Income Plan
Business Planning
Annual Updates
Financial Plan
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Strategic Planning is for individuals/couples, biz owners, or retirees looking to build a custom financial plan and meet regularly for ongoing advice.
*One-Time Fee waived if Investment Management is selected. * Price is $750/$100K managed up to $2mil.
*Financial Plan included after $500K+ in investments.
*We do not sell insurance or investment products, nor do we provide legal/tax advice (outside of tax PLANNING). We partner with trusted advisors in the space and refer clients out to avoid potential conflicts of interest. One-Time Fee is collected upfront. Ongoing Planning Fee billed quarterly and in advance.
Tax Planning
CPAs file taxes. They don’t show you how to reduce future taxes. We’re here to share ways to reduce your lifetime tax bill. It starts with education.
Services
Employee Benefit Review
We help choose the best employee benefits each year. No more stressing about which options are best. Be CONFIDENT in your choices.
Cash Flow Planning
We help ensure what you care about most is reflected in your spending habits. Start with values. End with spending MORE money towards YOUR values.
Investment Selection
401k, IRA, etc…Are you curious on the best investment strategy? We’ll dive deep to help your investments work seamlessly together.
Debt Management
Having trouble deciding whether to pay debt off or invest? We will work to ensure early debt payoff, while still being able to invest & enjoy life today.
College Planning
If you plan on kids (or already have them), do you want them to attend college? You’ll walk away knowing the best college prep strategy.
Equity Comp Strategy
RSUs, ISOs, UFOs, NQSOs, etc. If you are tired of trying to understand all the acronyms in the world of finance, we help make it easy to understand.
Retirement Planning
How much do you need to save to enjoy retirement? We’ll show you how to make early retirement a probability - not a possibility.
Insurance Review
Paying for insurance sucks. Let’s make sure you pay as little as possible - for maximum protection in all areas of your life (i.e. auto, home, life, disability, etc.)
Business Planning
Do you already own a business or want to start one? We’ll review the best financial options to make business ownership WAY less stressful.
Free Vacation Strategy
Did you know you can take vacations for free? With the right credit cards, we show you how to do this. *Only if you’re comfortable using credit cards.
Estate Planning
We all die. So let’s plan the appropriate way and make it easier on your family when death occurs. We can connect you with wills/estates documents.
Challenge Everything Financial, LLC (“CEF”) is a registered investment advisor offering advisory services in the State of Kansas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
Challenge Everything Financial, LLC, its owners, officers, directors, employees, subsidiaries, service providers, content providers, and any third-party affiliates do not offer the sale of securities or other investments.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information on this site should not be relied upon for purposes of transacting in securities or other investment vehicles.
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