ONGOING COMPREHENSIVE FINANCIAL PLANNING
Starting at $100/month with a $750 upfront fee*
Stop worrying about your financial life! Engage with a financial professional to receive the unbiased advice and guidance you need.
This plan includes:
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Retirement plan
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Insurance analysis
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Estate planning support
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Tax planning support
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Investment management
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Debt analysis
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Major purchase support
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Employee benefit optimization
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Budget training & support
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Credit analysis
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Goal development exercise
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Financial behavior analysis
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Unbiased financial advice & education
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Ongoing email support
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Online financial dashboard
*Fees may vary. Contact Rooted Interest for a direct quote. See ADV Part 2 for more details.
Ready to get started?