Statement

Families are stressed out about how they will make ends meet, and getting help is inconvenient and inconsistent.

They average family will earn over $2,000,000 in their lifetime, and if they save 5% the only advice, they will get is on how to manage that 5%. Proper investment management and advice is important, but most people never get there, because they don’t effectively manage the 95%.

YOU NEED TO KNOW

If you should take that job offer.

If that master is worth borrowing for.

How much to bid on that new house.

People don’t need a plan, they need plann-ING

You need advisors who give you ongoing planning advice, not a plan

ESSENTIAL PLAN

Gamma Planning Essentials

“Pay-as-you-go” financial planning

Financial planning without investment mandates

Get motivation to make, and stay on a budget

Deep financial coaching to help you understand address your Money Scripts through Datapoints®

10% discount on Trust & Will

Monthly Newsletters

Mobile app that allows you to communicate on the go

Mobile app that allows you to communicate on the go

✦ Get answers on the areas that are more fundamental than investment planning, so you can have a solid foundation.
✦ Develop a relationship with a financial expert at your pace.
✦ Pay on an hourly basis, that converts to a subscription if you reach a set number of hours.

PREMIUM PLAN

Gamma Premium Planning

Services included in Gamma Planning Essentials, plus

Investment advice on your terms

Keep your broker, get our advice

Get a plan that changes with you

10% discount on Trust & Will, and 40% rebate on costs, up-to $250 after 1 year

✦ Know that you are getting advice that puts your interests first
✦ Get a flat rate on fees regardless of asset size, which could save you thousands.

COMPLETE PLAN

Gamma Total Wealth Planning

Investment advice on your terms

Get a plan that changes with you

10% discount on Trust & Will, and 90% rebate on costs, after 1 year, up-to $450.

✦ Get access to strategies on terms only available to institutional investors.
✦ Get the convenience of working with one firm to meet all your goals.
✦ Get a strategy to meet your income needs with no commissions or conflicts of interest.