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5200 77 Center Drive, Suite 330, Charlotte, NC 28217

704-200-9035
info@livefreeplan.com
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How We Help
Find Your Right Fit 

Not sure where to start? Choose based on what you need. 

Tier 1: Essentials

“I need help with something specific.”

EXAMPLES:

  • Protect my mortgage
  • Open an investment account
  • Rollover my retirement plan
  • Set up college savings
  • Review my insurance

WHAT’S INCLUDED:

  • Guidance on your specific financial need
  • Product implementation and setup
  • One-time consultation per need

INVESTMENT:

Product-based pricing

Tier 2: Investment Management

“I want professional investment management—I’ll handle the rest”

EXAMPLES:

  • I handle my own financial planning
  • I want professional portfolio management
  • I don’t need comprehensive planning
  • I prefer managing my own decisions

WHAT’S INCLUDED:

  • Professional investment management
  • Annual portfolio review
  • Rebalancing and tax-loss harvesting
  • Investment strategy aligned to goals
  • Performance monitoring

INVESTMENT:

Investment management fee

Or traditional sales charges (e.g., commission)

Tier 3: Comprehensive Planning

“I want a financial plan with guidance and support.”

EXAMPLES:

  • Do It With Me
  • I want a comprehensive blueprint to build wealth
  • I want tax strategies to keep more of what I earn
  • I want support in implementing my plan
  • I prefer semi-annual check-ins

WHAT’S INCLUDED:

  • Complete Live Free Wealth Plan
  • 6 planning areas: financial, risk, investment, tax, retirement & estate planning
  • Semi-annual review meetings
  • Tax minimization strategies
  • Retirement calculations and projections
  • Healthcare and caregiving planning
  • Ongoing plan updates and optimization

INVESTMENT:

Initial setup + Ongoing fee + Investment management fee (if applicable)

Build My Live Free Wealth Plan™

Tier 4: Premier Planning

“I want someone to handle everything because I’m too busy or I own a business.”

EXAMPLES:

  • Full Service - Do It For Me
  • I’m too busy to manage financial details
  • I want someone to handle everything proactively
  • I own a business or professional practice
  • I need business + personal coordination
  • I want someone who is unbiased in the room to help me with personal and/or business strategy

WHAT’S INCLUDED:

  • Everything in Comprehensive Planning, plus:
  • Concierge-level service
  • Business financial strategy & consulting
  • Tax-efficient wealth extraction strategies
  • Business exit and succession planning
  • Entity structure optimization
  • Retirement plan design (defined benefit, cash balance, ESOP)
  • Coordination with your CPA & attorney
  • Estate planning coordination

INVESTMENT:

Fee Varies. Schedule a complimentary and confidential call to discuss.

Schedule Strategic Consultation

Get Started
Ready to build wealth, take care of your family and live your life?

Schedule a complimentary strategy session to discover how a clear plan with sophisticated strategies can reduce your taxes and transform your financial future

Schedule Your Complimentary Session