Broker Check

Implementing Your GamePlan

Price: $3,500

(or upon funding of $250,000+ Investment Management)

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 

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