BASIC
$
0
/ mo
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✅ Risk Assessment
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✅ Model Recommendation
-
✅ Upto 3 goals
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☑ Excel Calculators (Budgeting, Net Worth, Debt Reduction, Traditional vs. Roth)
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☑ 30-minute 1-1 phone consultation to evaluate your current goals and provide recommendations
-
☑ Access to our premium content where we discuss individual stocks picked by our quantitative model.
STANDARD
Coming Soon
-
✅ Risk Assessment
-
✅ Model Recommendation
-
✅ Upto 3 goals
-
✅ Excel Calculators (Budgeting, Net Worth, Debt Reduction, Traditional vs. Roth)
-
✅ 30-minute 1-1 phone consultation to evaluate your current goals and provide recommendations
-
✅ Access to our premium content where we discuss individual stocks picked by our quantitative model.