How We Do It
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
Steps:
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