Feature
Design
Blueprint
Capstone
Cost
$999/yr
$5,000 + $1,000/yr
$8,000 + $2,500/yr
Financial Complexity
Low
Moderate
High
Client Profile
Starter
Builder
High Net Worth
Stage of Financial Life
Early Wealth Builder
Pre-Retiree / Retiree
Wealth Preservation
Age Range
25 - 40 years old
40 - 60 years old
50+ years old
Household Income
Less than $150,000
$150,000 - $400,000
$400,000+
Typical Asset Size
Less than $250,000
$250,000 - $1,000,000
$1,000,000+
Meetings
1
3
5
Check-In
1
1
2
Support
Email & DM
Email, DM & Phone
Concierge Access
Academy
All Premium Courses
Monthly Workshops
Office Hours
Private Community
Video & Wellbeing Library
Templates, Tools & Downloads
Partner Access Included
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Beneficiary Access Included
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Cash Flow
Income and Expense Analysis
Budgeting Tools
Cash Flow Optimization
Debt Repayment Strategy
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Student Loan Analysis
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Debt Refinancing Strategy
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Tracking
Account Aggregation
Financial Snapshot
Financial Goals
Net Worth
Transactions Across All Accounts
Custom Reports
View Bills & Subscriptions
Investment Portfolio
Credit Score
WealthCompass
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Planning
Define Values & Purpose
Set Financial Goals
Goal Prioritization
Goal Funding
Goal Forecasting
Financial Blueprint
Investing
Lake Avenue Portfolios
HYSA at 3.20% APY*
Risk Assessment
Investment Analysis
Portfolio Recommendations
Ongoing Portfolio Management*
Tax Loss Harvesting
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Concentrated Position Summary
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Direct Indexing
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Retirement
Retirement Plan Consolidation
Probability of Success
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Income Needs Analysis
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Distribution Strategy
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Projections and Simulations
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Stress Test
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Social Security Optimization
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Medicare Assessment
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Taxes
Investment Accounts Tax Optimization
Review of Prior Tax Return
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Tax Projections & Analysis
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Tax-Efficient Withdrawals
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Tax Strategies
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Roth Conversion Modeling
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Legacy
Beneficiary Review
Estate Checklist
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Charitable Gifting Strategy
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Evaluation of Existing Estate Plan
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Establish Living Trust
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Establish Last Will & Testament
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Establish Power of Attorney
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Establish Advanced Health Care Directive
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Establish HIPAA Release
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Guardianship Nomination
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Notarize Documents
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File Deed For Real Property*
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Protection
Emergency Funds
Liquidity Analysis
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Life Insurance Analysis
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Disability Insurance Analysis
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Long-Term Care Insurance Analysis
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Property and Casualty Insurance Analysis
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Self-Employed
Retirement Planning
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Business Analysis
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Business Sale Impact
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Cash Flow Strategies
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Succussion Planning
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Other Services
Education Planning
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Real Estate Planning
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Secure Online Vault
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Equity Compensation Analysis
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Company Benefits Review
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