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CHOOSE THE
BEST PLAN FOR YOU
& START NOW
Strength Rating
250$Initial Rating- Measures financial strength and investment preparedness.
- ✓ Overall Rating
- ✓Investment portfolio score-Individual accounts+retirement
- ✓Tax diversification score.
- ✓Risk management (insurance) score.
- ✓Estate planning score.
- ✓3-4hrs. work (including rating presentation).
- ✓Personalized "financial strengthening" recomendations.
- ✓$89 Annual rating update (optional)
- Best Value
Starter Kit
399$Every yearBest for those that want to get their financial life in order and are preparing to invest.- ✓ Next Pronto Strength Rating.
- ✓ Review of financial documents (Brokerage, bank)
- ✓ Review and analysis of employment documents
- ✓ Analysis of personal budget and statement cash flows.
- ✓ 3 review consultations (every 3-4 months).
- ✓ 1 mid-year budget and cash flows update.
- ✓ Investment newsletter (WEEKLY JUICE).
- x Opening of investment account.
- x Design of investment portfolio.
- x Investment recommendations (MF funds, ETFs, stocks)
- x Retirement accounts investment analysis (i.e. 401(k)
- x Rebalancing of investment portfolios.
The Mini Pronto
350$One-time planning fee +Annual Subscription $49/month- ✓ Mini Investment Plan (Financial objectives, deadlines)
- ✓ Account-opening services (optional)
- ✓ Investment portfolio design.
- ✓ Investment recommendations (MF Funds, ETFs, Stocks)
- ✓ Analysis of investments in retirement plans (401(k).
- ✓ Execution (buy & sell) services.
- ✓ Analysis of personal budget and statement of cash flows.
- ✓ 2 portfolio reviews.
- ✓ 2 educational sessions.
- ✓ 1 portfolio rebalancing exercise per year.
- ✓ Access to an advisor for questions and support 24/7
- Best for investors with investable assets below $100k.
The Full Pronto
499$One-time planning fee +1% of AUM- ✓ Full investment plan (includes portfolio management)
- ✓ Account-opening services "Optional
- ✓ Investment portfolio design.
- ✓ Investment recommendations (MF Funds, ETFs, Stocks)
- ✓ Analysis of investments within retirement plans (401k)
- ✓ Execution (buy & sell) services.
- ✓ Analysis of personal budget and statement of cash flows.
- ✓ 4 portfolio reviews.
- ✓ 2 educational sessions.
- ✓ Unlimited portfolio rebalancing.
- ✓ Access to an advisor for questions and support 24/7
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