Pick Your Service Tier
At Confianza Wealth, we offer three flat-fee service tiers to help you build wealth - giving you the flexibility to pay for only what you need.
Starter
$75/mo
$1,000 one-time planning fee
Get StarterKey Features:
- 1:1 Implementation meetings
- Set & prioritize goals
- Financial health progress tracker
- Semiannual progress meetings
- Financial plan outlining recommendations for:
- Cash Flow Management
- Debt Reduction
- Emergency Fund & Savings
Advanced
$150/mo
$2,000 one-time planning fee
Get AdvancedStarter plus:
- 24/7 Support
- Investment management services
- Triannual progress meetings
- Financial plan outlining recommendations for:
- Cash Flow Management
- Debt Reduction
- Emergency Fund & Savings
- Insurance Analysis
- Employee Benefits
- Self-Employed Planning
- Retirement Planning
Ultimate
$200/mo
$3,000 one-time planning fee
Get UltimateStarter & Advanced plus:
- Customized asset allocation & diversification strategies
- Equity compensation analysis
- Quarterly progress meetings
- Financial plan outlining recommendations for:
- Cash Flow Management
- Debt Reduction
- Emergency Fund & Savings
- Insurance Analysis
- Employee Benefits
- Small Business Owner Planning
- Retirement Planning
- Tax Planning
- Estate Planning
Financial Planning
Written financial plan delivered within a month of sign up
Starter
Advanced
Ultimate
Goal Setting
Cash Flow Management
Emergency Fund & Savings Optimization
Debt Pay-off Plan
Retirement Savings Plan
Investment Management
Insurance Needs Analysis
Tax Saving Strategies
College & Gift Planning
Estate Planning
Real Estate & Alternative Investments Planning
Cash Flow Management
Starter
Advanced
Ultimate
Cash Flow Forecasting
Budget Tracking
Build & Maintain an Emergency Fund
Optimize Interest Earned on Cash
Debt Consolidation & Reduction Strategies
Retirement Planning
Starter
Advanced
Ultimate
Estimate Retirement Expenses
Optimize Retirement Contributions
Diversify Investments
Social Security Analysis
Develop a Withdrawal Strategy
Investment Management
Starter
Advanced
Ultimate
Risk Tolerance Analysis
Rebalancing
Dollar-Cost Averaging
Asset Allocation Diversification
No AUM Minimums
Tax Planning
Starter
Advanced
Ultimate
Annual Tax Projections
Tax Loss Harvesting
Optimize Tax Advantaged Contributions
Capital Gains Analysis
Alternative Minimum Tax Planning
Estate Planning
Starter
Advanced
Ultimate
Trust Creation & Funding
Last Will & Testament
Beneficiary Designations
Healthcare Proxy & Power of Attorney
Gifting Strategies
Charitable Giving