Personal Wealth Basic
$750
Our starter plan for individuals or couples:
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Current Financial Health Check
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Financial Road Mapping
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Insurance need Analysis and Recommendation
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Investment Analysis and Reviews
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Estate Plan Readiness Review
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Budgeting
Personal Wealth Complete
from $2000
Compete financial road map includes:
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All from Personal Wealth Basic Plan
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Detailed investments review and recommendations*
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Estate Planning**
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Scenario planning
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2 free workshops
* Investment manager search can be added for extra fees. Please discuss with your strategist.
** Extra charges for lawyer to write a Will or Trust
We will give you a quote before we start the plan. So you know the exact cost.
Personal Wealth Subscription
$75 / month
Perfect for implementation and monitoring of Basic or Complete plan:
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Implementation of investment plan
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Monitoring of Investments portfolios and opportunity reviews
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Life coaching through finance
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One hour follow up consulting every 3 months
Strategic Business Finance
$175 / hr
Hire a strategist for:
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Economic Strategies and Forecasting
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Mapping Opportunities through financial data
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Business plan and strategy through numbers
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Performance Management
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Risk Management Strategy
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Tax Efficient Strategy
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Cost Analysis
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Profit Analysis
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Investment Strategy
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Brand Analysis*
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Technical Solutions*
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Management Consulting for small business*
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Bookkeeping, Accounting and Payroll services*
* Services are provided by strategic alliance companies of O2FS. Please contact us for more details.