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
