What 12 qualified households in your calendar are worth to you

Households at the age you choose (50 and older, or 55 and older), with $500,000 or more in investable assets, who want help planning their retirement. Each one meets you one on one, in person or on Zoom.

Assets per household

Your fee per year

Meetings held

Years a client stays

Of the qualified households you meet, how many become clients?

50%

Conservative example

30%

At your closing rate

50% of 12

New clients6

New assets$3,000,000

Your fees, every year $30,000

$150,000 over 5 years

Even on a bad quarter

30% of 12

New clients4

New assets$2,000,000

Your fees, every year $20,000

$100,000 over 5 years

We put them in your calendar. You sit down with every one.

A package of 12 meetings held with qualified households. If a household cancels or does not show up, we replace them until you have met 12. Guaranteed when you follow the system.

The package, $500,000+ households

Your fees in year one, at your rate 3.8 times

$30,000 against $10,000

Even on a bad quarter 2.5 times

$20,000 against $10,000

The package is $10,000 for households with $500,000 or more, and $20,000 for households with $1,000,000 or more. The minimum is $500,000. An illustration with the numbers you enter: your assets per household, your fee and your closing rate. New clients are rounded to the nearest whole household. It is not a promise of new clients or income.