They offer a monthly subscription service for $199 per month, which includes access to a custom online plan, live budgeting module, and financial coaching services.
They offer a la carte services: Real Estate Investment Analysis, Investment Portfolio Analysis, and Retirement Readiness Analysis, each costing $700 per service.
Richmond, VA
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Kimberly works as an impact consultant for Pluralize Capital and an investment researcher for Stakeholders Capital. These roles involve investment research, file management, and impact assessments, taking about a third of Kimberly's time overall.