Services

Do your finances stress you out? Is your financial future daunting? Financial freedom is to remove the fear from financial matters. A financial plan, personal finance coaching and ongoing access to financial professional who understands your needs and wants will set up up for a prosperous future, while freeing up your mind to enjoy the present.

Integrative Investing offers affordable planning tools to fit your level of engagement for every budget.

Private Consultations

Integrative Investing is available for phone, Zoom or in-person consultations or coaching by appointment at the rate of $100 per hour. Financial Plan construction pricing ranges between $500 and $2500 depending on the complexity of your finances and goals.

Launch Package

This package is a great way to jump start your path to financial freedom. This package includes a meeting by phone or in person to familiarize us with your financial situation and goals. A follow up meeting will include a financial plan and coaching on how to implement the plan including a review of investments options, how to manage debt, optimizing your healthcare coverage, how to build your wealth so that you can accomplish your goals.

Your Financial Plan – how to get from here:

To here:

Includes:

  • How to invest
  • Managing debt
  • Attaining goals like buying a house
  • Managing healthcare Benefits and insurance
  • Becoming skilled at personal financial matters
  • Access to online financial plan and account aggregator for 1 month

Pro Plan Subscription

Personal finance is always moving. This plan will give you unlimited texting and email access to your financial adviser for questions and coaching along the way of your financial journey. You will also receive a weekly financial wellness newsletter and access to your dynamic financial plan. The constant flow of information always prompts questions, with this plan you will have the luxury of asking someone who knows your financial situation.

For $50 a month, Includes:

  • Financial coaching and mentoring by text and email
  • Questions about your accounts, investments, financial plan, debt as it comes to mind
  • Having a financial advisor available to your finger tips
  • Weekly email on financial health tips
  • Online access to account aggregator and financial plan for as long as your account is active

Phone, Zoom or Skype calls charged at a rate of $100 per hour for additional support.

Elite Plan Subscription

Full financial concierge service. Have access to your financial adviser by phone, text and email. For those of you who have lots of moving parts to your finances and would prefer to talk rather than text through scenarios. Included is access to your dynamic financial plan and a weekly financial wellness newsletter.

For $250 a month, Includes:

  • Advisement via phone, text and email
  • Scheduled quarterly phone zoom calls to evaluate Portfolio performance, financial plan success, and other financial concerns and opportunities
  • Weekly email on financial health tips
  • Online access to account aggregator and financial plan with ability to change inputs for as long as your account is active

 

Frequently Asked Questions

Can I cancel my monthly subscription at any time?

You may choose to cancel your monthly subscription at any time by emailing your cancellation request to letsgo@integrativeinvesting.com

I need you to create my financial plan for me. Do you offer that?

Integrative Investing Financial Plan construction pricing ranges between $500 and $2500 depending on the complexity of your finances and goals.

 *$100 per hour – Phone, Zoom or in-person Consultations or coaching by appointment. Please click here to send us a message to schedule your appointment.

Plan for the future you want

Use our interactive projection tools to help you prepare for retirement and other life goals.

Integrative Investing (Adviser) is a registered investment adviser. This website is only intended for clients and interested investors residing in states in which the Adviser is qualified to provide investment advisory services. Please contact Integrative Investing at 610-420-3207 to find out if the investment adviser is qualified to provide investment advisory services in the state where you reside. The Adviser does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results.