Invest in Your Future
We work with you to find the best strategy for your stage in life
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Start and Accelerate
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Maintain Pace, Strategy & Adjust for Changing conditions
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Team Work, Preventative Maintenance & Strategy
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Building a Legacy For Future Seasons
Start and Accelerate
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Investment asset allocation analysis
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Initial risk assessment
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Investment management strategies
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Cash flow analysis
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Interactive & comprehensive planning software
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Debt elimination strategies
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Liability planning / risk review
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Insurance review
Cost:
$500 initial setup
$50 per month for 12 months. (Includes 2 sessions, 12 months call & email access)
Maintain Pace, Strategy and Adjust for Changing Conditions
-
Investment asset allocation analysis
-
Initial risk assessment
-
Investment management strategies
-
Cash flow analysis
-
Interactive & comprehensive planning software
-
Debt elimination strategies
-
Liability planning / risk review
-
Insurance review
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Retirement planning
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Wealth building strategies
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Behavioral finance coaching
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Advice on assets not managed
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Portfolio allocation & rebalancing
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Education funding & planning
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Large purchase planning
Cost:
$750 initial setup, $75 per month for 12 months. (Includes 3 sessions, 12 months call & email access)
Team Work, Preventative Maintenance & Strategy through the Finish Line
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Investment asset allocation analysis
-
Initial risk assessment
-
Investment management strategies
-
Cash flow analysis
-
Interactive & comprehensive planning software
-
Debt elimination strategies
-
Liability planning / risk review
-
Insurance review
-
Retirement planning
-
Wealth building strategies
-
Behavioral finance coaching
-
Advice on assets not managed
-
Portfolio allocation & rebalancing
-
Education funding & planning
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Large purchase planning
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Retirement income distribution modeling
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Asset protection services
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Account consolidation
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Long term care planning
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Net worth analysis / detailed net worth statement
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Social Security planning
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Tax planning (With your CPA)
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Cost:
$1250 initial setup, $100 per month for 12 months. (Includes 4 sessions, 12 months call & email access.)
Building your Team's Legacy for Future Seasons
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Family / generational meetings
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Charitable planning services
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Estate planning services
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Trust review services
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Collaboration with your attorney and CPA
Cost:
$1000 initial setup, $75 per month for 12 months. (Includes 3 sessions, 12 months call & email access.)
Contact
Robert (BJ) Knous WMCP®
PO Box 92925, Southlake, TX 76092
Branch office: 3416 Balboa Ct, Southlake Texas 76092
Office / Mobile: 817-873-3454