Broker Check

Implementing Your GamePlan

Price: $3,500

($1,750 Deposit to start.  If upon presentation of GamePlan we agree to begin an Investment Management relationship, the final payment is waived)

Time Frame:

3 – 4 Meetings over 6 Months

Action Items:

Confirm 2 to 3 Goals to be implemented from Merited Wealth GamePlan.

Coordinate all necessary parties and information to accomplish Goal.

Provide accountability and follow through until Goal is Completed.

Example Goal Completion:

Start Education Funding for children


Identify Priorities in Education Funding (Click her to listen to Podcast on Education Planning).

Advise on Investment Options for priorities established

Get Education Savings vehicles open with planned contributions 

Have a Question?

Thank you!