Transparent Pricing:
Standard Planning
$245/mo
$795 One-Time Fee (Due at start)
Includes:
Debt & Budgeting Strategy (via Smart App)
Investment Portfolio Formation (i.e. 401k)
Intro to Real Estate Investments
Early Retirement Blueprint
Quarterly Meetings
Financial Plan
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*Standard Planning is meant for folks who are early in their “Getting-serious-about-money” journey.
A solid base is how any wealthy individual starts their money journey. One word defines the feeling after you start putting a plan in action: PEACEFUL
Advanced Planning
$325/mo
$1,200 One-Time Fee (Due at start)
Includes Standard Planning benefits, plus:
Tax Planning
College Planning
Equity Comp Analysis
Employee Benefits Optimization
Custom Credit Card Hacking Strategy
HSA/Taxable Brokerage Investment Planning
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*Advanced Planning is meant for folks who want to go ‘beyond the basics’ of money knowledge.
Custom credit card strategies, tax planning hacks, & creative investment planning lead the discussions in this category (Best Overall Value).
Strategic Planning
$545/mo
$2,500 One-Time Fee (Due at start)
Includes Standard/Advanced Planning benefits, plus:
Estate Planning & Inheritance Planning
Social Security & Medicare Analysis
Real Estate Portfolio Strategies
Retirement Income Plan
Business Planning
Annual Update
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*Strategic Planning is for retirees, business owners, RE investors or equity-compensated individuals.
Strategic Planning begins at $515/mo and final price will be determined based on value. Includes Annual Update for Retirees/Pre-Retirees.
*We do not sell insurance nor do we provide legal/tax advice (outside of tax PLANNING). We partner with trusted advisors in the space and refer clients out to avoid ANY conflict of interest. Payments billed quarterly. Additional meetings upon request.
Tax Planning
CPAs file taxes. They don’t show you how to reduce future taxes. We’re here to share ways to reduce your tax bill. It starts with education.
Services
Employee Benefit Review
We help choose the best employee benefits each year. No more stressing about which options are best. Be CONFIDENT in your choices.
Cash Flow Planning
We help ensure what you care about most is reflected in your spending habits. Start with values. End with spending MORE money towards YOUR values.
Investment Selection
401k, IRA, etc…Are you curious on the best investment strategy? We’ll dive deep to help your investments work seamlessly together.
Debt Management
Having trouble deciding whether to pay debt off or invest? We will work to ensure early debt payoff, while still being able to invest & enjoy life today.
College Planning
If you plan on kids (or already have them), do you want them to attend college? You’ll walk away knowing the best college prep strategy.
Equity Comp Strategy
RSUs, ISOs, UFOs, NQSOs, etc. If you are tired of trying to understand all the acronyms in the world of finance, we help make it easy to understand.
Retirement Planning
How much do you need to save to enjoy retirement? We’ll show you how to make early retirement a probability - not a possibility.
Insurance Review
Paying for insurance sucks. Let’s make sure you pay as little as possible - for maximum protection in all areas of your life (i.e. auto, home, life, disability, etc.)
Business Planning
Do you already own a business or want to start one? We’ll review the best financial options to make business ownership WAY less stressful.
Free Vacation Strategy
Did you know you can take vacations for free? With the right credit cards, we show you how to do this. *Only if you’re comfortable using credit cards.
Estate Planning
We all die. So let’s plan the appropriate way and make it easier on your family when death occurs. We can connect you with wills/estates documents.
Challenge Everything Financial, LLC (“CEF”) is a registered investment advisor offering advisory services in the State of Kansas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
Challenge Everything Financial, LLC, its owners, officers, directors, employees, subsidiaries, service providers, content providers, and any third-party affiliates do not offer the sale of securities or other investments.
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