Long-Term Advice

High-Earner
For those looking to have somebody in their corner for the long term.
(Semi-annual review meetings + check-ins as needed)
• Cash Flow Planning
• Tax Planning
• Investment Planning
• Education Planning
• Insurance Planning
• Debt Payoff Planning
• Risk Management Analysis
• Employee Benefits Analysis
• Retirement Planning
• Major Lifestyle Decision Planning & Analysis
• Estate Planning
• Ongoing Management & Rebalancing (optional)
$10,000/year
Entrepreneur
For the Solopreneurs and Business Owners with more complex needs.
(Semi-annual review meetings + check-ins as needed)
• Cash Flow Planning
• Advanced Tax Planning
• Investment Planning
• Education Planning
• Insurance Planning
• Debt Payoff Planning
• Risk Management Analysis
• Retirement Planning
• Real Estate Analysis
• Major Lifestyle Decision Planning & Analysis
• Estate Planning
• Exit Planning
• Asset Protection
• Ongoing Management & Rebalancing (optional)
$12,000/year
Talk with Rachael

One-Time Advice

The Camp Wealth Financial Plan
For those planning for a large life event and want an expert to make sure they are on the right path.
(3 months 5-6 meetings)
In the Camp Wealth financial plan we review every financial aspect of your life and create an actionable plan that aligns with your personal financial goals and puts you on the path to success.
Starting at $6,500
Step #1: Schedule a Discovery Meeting
This is a complimentary Zoom session to learn more about you, your family, and your unique financial needs. We’ll use this time to go over what you can expect as a client of Camp Wealth. We will discuss and define the expectations of this relationship and determine if we’re a good fit to help you create a roadmap to financial freedom.
Step #2: Sign the Customer Agreement
I will send you a Customer Agreement for signature, upon signing half of the plan price is due.
Step #3: Getting to know you meeting
Your first meeting as a client will cover understanding more about you (& your family): what is important to you, how you view long-term success, and your values.
At the end of the meeting, I will share the data gathering checklist with you.
Step #4:  Data Organization Meeting
We will have a meeting to review the information I’ve gathered for accuracy. I will likely have some clarifying questions I ask you here that will help me create the initial financial plan.
Step #5: Cash flow Meeting
In this meeting we will review your current cash flow. We will discuss current spending and check in to see if it aligns with what you value most.
We may also discuss opportunity for savings and tax-efficiency.
Step #6: Financial Plan Presentation
During this meeting, I will present your 1-2 page initial financial plan. Upon presentation of the plan the second half of the plan price is due.
Step #7: Implementation & Follow-Up
I will then help you implement the financial plan. I encourage any and all questions you would like to ask for clarity in your roadmap to financial freedom.
After this, we will start the client process of 2 formal reviews per year with unlimited access for phone, email, and virtual meetings.