Our Services
Bold Vision Financial Services for Individuals, Couples, & Families
Bold Focus
Financial Plan
$2,750*
Targeted strategies for financial areas of greatest concern.
Comprehensive Vision Financial Plan
$3,500*
A comprehensive look at your entire financial picture to fuel a life without limits.
Hourly
$350/hr.
Financial advising as needed, by the hour.
*Our plan prices increase with complexity. For example, we charge an additional $1000 for plans with incentive stock options or other forms of equity compensation, as well as an additional $750 for any individual with K-1 income. We also have a $1000 add-on for retirement risk-based guardrail analysis.
We will do our best to let you know after our introductory call/meeting if your plan will be considered complex.
.
Not sure which plan is right for you?
Bold Business Services
HR Initiatives
Diligence PEOs, design, and roll out employee benefits, create HR policies and procedures, and more.
Technology
Evaluate and implement technology to help run your business more smoothly and securely.
Wild Card
Tell us your problem, and we help you figure it out. Vendor management, insurance needs, growing pains, and more.
BOLD FUTURE PLANA Gift for New Graduates
A Gift That Will Give A Lifetime Of Value! The Fearless Future Plan features an initial meeting and several follow-ups with a Fearless Financial planner for one bundled price.
*She’s a little young for our Fearless Future Plan, but definitely still fierce!