Hiring Us


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 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


Working with us for ongoing Investment Management and Ongoing Financial Planning.

Growth Mode

Beyond Growth Mode