We offer a variety of fee-only services to help meet the needs of all clients.
Together, we can turn the fear of never making it into
the hope that you can reach your reasonable goals.
Basic Budgeting Plan
We believe that nobody should be turned away just because they don’t have money to invest. Through our basic budgeting plan, the client pays a monthly fee to receive budgeting help from a financial planner. A credit card is required and client must commit to a minimum of 6 months in order to allow supervised implementation of the financial plan. There are 2 budgeting options for clients:
Modeled after our original “Budgeting Plan,” this option focuses on cash flow management and building a foundation to pursue future goals. In addition to creating an Emergency Fund, plan is created in line with the client’s short-term, reasonable goals. Fee is $25.00 per month. *Budgeting services offered solely through Jonathan Greeson Financial Planning.
In addition to the services provided in the Foundation Budget, this option allows for Risk and Investment Analysis. This service is for clients with 401(k)’s and other defined contribution plans. Clients may prefer to keep their investments in these accounts, but still want to make sure their portfolio is in line with their reasonable goals. Fee is $125 per quarter or $500 per year.
Investment Advisory Services
Our investment management services are 100% transparent and fee-only. We employ an active investment management process designed to maximize each client’s returns while minimizing risk. Each client allocation is highly customized based on your return objectives, risk adversity, and the tax status of your accounts.
We firmly believe that investment returns should be measured for consistency and that helping to protect them from market losses is crucial to long-term performance.
Please visit www.formulafolios.com to learn about the different products we offer. Also, be sure to check out the WealthGuard™ program that is only available through FormulaFolios and Independent Advisors like Jonathan Greeson Financial Planning. Furthermore, your financial plan is included in the advisory fees, so it will not be an additional cost.