For ease and transparency, we charge an annual fee and break it down into monthly payments.
Our Fees
The Nxt:Gen Personal CFO package is an ongoing service that weaves all aspects of your financial life into one coherent strategy designed to save you time, money, and provide peace of mind. This package has been uniquely crafted to support the successful veterinary professional who has a range of complex financial questions, and not enough time to address them on their own.
YOUR INVESTMENT
OPTION #1 Subscription
For clients with $500,000 or less in Nxt:Gen investable assets
Our Nxt:Gen Personal CFO package offers annual payment plans, broken down into monthly installments of $300 to $400, based on complexity. It includes personalized financial advice, investment management, and ongoing adjustments to suit your evolving financial situation.
OPTION #2 Fee Schedule
For clients with over $500,000 in Nxt:Gen investable assets
Once your assets reach $500,000 managed by Nxt:Gen, the subscription ceases. Beyond that, a tiered investment schedule applies:
For more details about our fees, please read our ADV.
What’s Included
- Three meeting initial intake process
- Vision Meeting that helps you discover your values around money to align your money with your life
- A 90-day budget lookback review and optimization
- Creation and delivery of holistic financial plan
- Concise list of action items to implement your plan with guidance
- Minimum of two progress meetings a year
- Open access to my calendar to meet as needed
- Email and Zoom support
- Provide ongoing education and guidance concerning your finances
- Guidance on goal setting and implementation
- Continuous monitoring of your plan
- Access to modern technology to keep you on top of your finances
- Professional investment management included
