I found my way to your channel after a search of Jack Brennan. Thanks for making the video. Out of curiosity I looked at your website to find out what you do. Two questions came to mind. #1) How are your firms goals and interest aligned with the client? #2) What is the cost range for various services that might be provided?
Hello @noyopacific, thanks for reaching out! We base every decision around our users and keep costs down. We attempt to provide a safe sandbox with our planning software in a simple yet responsible manner. Our software is only $96 per year. For those who need a personal touch or advice, we also have add-on services which are flat-fee, starting at $150 per session. If you would like to try us out, we do have a 2-week free trial period so you can audition us out and see if we are a good fit for your planning needs.
![Morgan Housel on the Psychology of Money [Ep.44]](http://i.ytimg.com/vi/cnHcLH6yVyQ/mqdefault.jpg)
![Morgan Housel on the Psychology of Money [Ep.44]](/img/tr.png)
Great advise , so simple . Live below your means, dollar cost averaging, invest for the the long term.
Hahaha. Minute 36- "If you only buy one, buy a blue sport coat." That was my teaching uniform.
The low cost total stock market index fund was the greatest investment vehicle ever invented.
I found my way to your channel after a search of Jack Brennan. Thanks for making the video. Out of curiosity I looked at your website to find out what you do. Two questions came to mind. #1) How are your firms goals and interest aligned with the client? #2) What is the cost range for various services that might be provided?
Hello @noyopacific, thanks for reaching out! We base every decision around our users and keep costs down. We attempt to provide a safe sandbox with our planning software in a simple yet responsible manner. Our software is only $96 per year. For those who need a personal touch or advice, we also have add-on services which are flat-fee, starting at $150 per session. If you would like to try us out, we do have a 2-week free trial period so you can audition us out and see if we are a good fit for your planning needs.