$1,500 - $7,500 depending on the complexity of the plan*⁺

• Customized financial plan based on your personal goals, concerns, and objectives with modeling, strategies, and recommendations.
• Investment strategies, portfolio analysis, and risk management analysis
• Financial coaching and educational opportunities
• Full access to the Meridian Financial team of professionals
• Annual check-in meeting where we review and track progress on your original plan.
• You are responsible for implementing our recommendations.

Percentage of the assets that Meridian Financial oversees and/or Commission on insurance products

• Customized financial plan based on your personal goals, concerns, and objectives with modeling, strategies, and recommendations.
• Investment strategies, portfolio analysis, and risk management analysis
• Financial coaching and educational opportunities
• Full access to the Meridian Financial team of professionals
• Ongoing virtual and/or in person meetings
• Combined household management fee (applicable to immediate family members)
• 24/7 online access to view accounts in real time
• Client events and educational webinars throughout the year