Services
Money masters One Pager
$2500
The one pager is a tactical plan for those who are just starting out and want to optimize their current financial situation.
This is a 75 minute financial planning session concluding with a one page, step by step process for cleaning up your finances and getting on track to meet short term financial goals.
Money Masters Strategic
$4500
This plan enables you to select 3 financial areas to receive customized, strategic recommendations.
Some of the most requested areas are debt elimination, retirement, establishing an emergency fund, and cash flow.
This plan includes two 60 minute meetings and one month of email or phone access.
Money Masters Comprehensive
$7500
This plan includes everything in your financial life. Net worth, cashflow, life insurance, emergency fund, opportunity fund, retirement, other investing, college savings, real estate, etc.
This plan includes three sessions. One session for verification/clarification of information submitted. The second session for review of the plan. The third session for assistance in initial implementation. One month of email and/or phone access.
All plans include a financial needs analysis. Periodic updates to your financial plan are available for $500. One our consult is available to those who have already completed the planning process for $300 per hour.
Afterpay available.
Other payment plans available. Email hello@thelexijohnson.com for more information.