The dedicated financial help you need.
EXPRESS HOUR
I HAVE ONE OR MORE FINANCIAL QUESTIONS OR WANT A SECOND OPINION.
$325
Includes all of the following:
A one-hour engagement with Greg Hurley, CERTIFIED FINANCIAL PLANNER™ professional, for $325 which includes one meeting, either in-person (Central Florida) or via Zoom.
Get your financial question(s) answered or get an unbiased second opinion
After the meeting, receive a summary of items discussed and specific action steps.Includes our "No Ask Guarantee" - we promise never to ask to manage your investments.
Add on additional hours as needed
ESSENTIAL MEMBERSHIP
I WANT ONGOING FINANCIAL ADVICE.
$85/month
Includes all of the following:
2 private, 50-minute meetings every 12 months with Greg Hurley, CERTIFIED FINANCIAL PLANNER™ professional, either in-person (Central Florida) or via Zoom
Receive a summary of items discussed; Utilizing our HWMG check-lists and tools, we provide you with specific action steps
Additional sessions available for $292 (10% discount)
Essentials Also Includes:
Monthly telephone call check in to verify progress on identified goals
Access to Get Elements financial goals software
Unlimited email Q&A
Early access to membership finance articles, videos and other resources to help you make the right financial decisions.
Quarterly Ask & Learn Zoom Meetings for all Essential members to interact and learn together.
Our "No Ask Guarantee" - we promise never to ask to manage your investments
No long term commitment, cancel at any time.
ENHANCED
I WANT ASSET MANAGEMENT.
Variable
Includes all of the following:
We offer two levels of service:
Comprehensive Asset Management:
Matching your investments with your goals and risk tolerance.
Annual meetings (more often if preferred) to review your accounts in detail.
High quality, low cost, tax efficient investments.
Help navigating market volatility – helping you avoid making the wrong move at the wrong time.
Conflict free advice, from a fiduciary, where your interests are always first.
Help managing your cash flow.
Unified Financial Life:
Comprehensive Asset Management services (above) plus
Collaborative Tax Planning with your tax professional.
Collaborative Estate Planning with your attorney.
Collaborative Insurance Planning with your insurance professional.
Retirement planning, Social Security planning, and more.