Proactive Financial Solutions 360, LLC
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Creating synergies within all areas of your financial life

Proactive Financial Solutions 360, LLC
  • Home
  • What we do
  • Service Packages
  • About Us
  • Resources

Ongoing Comprehensive Financial Planning

 Perfect for do-it-yourself investors

 

  • Get financially organized on our online client portal
  • Aggregate and see all your accounts in one place
  • 24/7 access on your mobile device
  • We provide investment guidance, you implement


 Full Investment Management and Implementation is offered through a separate service agreement

Starting at $200/mth

  • Comprehensive financial planning in the following areas of your personal finances: Cash Management, Debt Management, Retirement Planning, Risk Management, Estate Planning, Education Planning, Tax Planning etc.   
  • Investment guidance only - Perfect for do-it-yourself (DIY) investors
  • Up to two review meetings per year to discuss your plan
  • Weekly commentary regarding market conditions


Financial Planning Services

If an ongoing financial planning package is not right for you, another option is to engage us at an hourly rate of $225/hr without any longer-term commitment.

All packages require an initial financial plan to be created.  Discounts apply to this initial planning fee for ongoing planning clients.


Please note that these services do not include implementation of investment advice. You control and rebalance your accounts. 

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