Get a new perspective on Comprehensive Wealth Management

Health

There are many ways to promote your health.

🏃 Activity

Beginner: Get moving... Walk! | Less sitting

Advanced: Weight Train | Find a personal trainer

💧 Hydration

Beginner: Drink water daily | No liquid calories

Advanced: Connect with a healthcare professional for consumption recommendations.

🥗 Nutrition

Beginner: Eat real, whole foods | Minimize processed foods

Advanced: Meet with an dietcian for personalized macronutrient advice

🌙 Sleep

Beginner: Regular bedtime routine | No screens in the bedroom

Advanced: Consider a sleep specialist to address more serious sleep concerns

Wealth

Enhance your financial plan by incorporating Health priorities.

💼 Model 1: Fee-Based

Our Most Popular | Execute your plan

Investments • Life, Disability & Long Term Care Insurance

⚙️ Model 2: Fee-Only

$250/hr rate | Get our opinion

Share documents • Voice concerns • Receive fiduciary advice

📊 Model 3: Personal Plan

$2,000 | Develop your financial plan

Multiple Advisors • 19 Domains • Regulatory-reviewed • Printable

🏢 Business Plan

$2,000 minimum | Small business planning

Fees scale based upon the complexity of your business.

Find the Wealth Management model that works best for you.

Live Well

Health Schedule

Meet with your healthcare providers regularly to monitor your health and be the best version of yourself. Communicate significant changes to re-evaluate your wealth management plan.

Wealth Schedule

Fee-Based: Meet with your Optimal Wealth financial advisors to ensure you remain optimally positioned.

+$5MM

Quarterly

+$1MM

Semi-Annually

+$0 or Insurance

Annually

Connect with Us

Schedule a call to start your journey towards better health and wealth

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