| Silver Solution | Gold Solution | Platinum Solution | |
|---|---|---|---|
| Your Investment | $2,000 | $3,500 | $6,000 |
| Comprehensive Financial Plan | ✔ | ✔ | ✔ |
| Financial Plan Findings and Recommendations Meeting | ✔ | ✔ | ✔ |
| Number of Strategic Consulting Meetings* | 2 | 4 | 4 |
| Updated Financial Plan | ✔ | ✔ | ✔ |
| Ongoing Client Access | ✔ | ✔ | ✔ |
| Monthly Money Coaching (6) | ✔ |