Unlike a fast-food restaurant, we do not have a standard menu of choices or costs. Likewise, you would not conquer the feat in a day, if you wanted to run a marathon.
Great accomplishments are achieved in a series of small steps, which progressively build on prior steps. That is the Advosion approach to intentional personal finance.
Knowing that a comprehensive financial exam is like a colonoscopy for many people, that is not how we would start a relationship. Instead, we would take a series of small steps and let progress happen at your pace. A journey of purposeful interactions and meaningful conversations would lead to empowering discoveries and rewarding experiences.
The greatest impact comes from the value of evolving and continuing collaboration, not a one-time activity or event. The journey is most fitting for people who can afford a commitment between $250 and $4,000 per month.
Basically, an experienced Financial Advocate can be hired for about the same cost as a monthly Cable or Cell Phone bill. For a business owner or leader with more complex or challenging needs, the cost is less than a secretary. In both cases, the impact and value are much more significant!
Like when a CFO is hired for a business, the compensation is a transparent and customized monthly or quarterly amount. It aligns with the responsibility for getting a job done the right way at the right time.
The compensation does not depend on investments under management or any financial products. It does not include any commissions or other perks. It is based on the value of your time, the decisions we help you make and the experiences we help you enjoy.