We invite you to experience Empower...

❷ Empower Plan

Sign up to receive your personal invitation with detailed Next Steps.

Empower helps you track your financial progress with our Financial Scorecard and lift your financial experience to the next level with custom-built portfolios and guidance from an experienced financial pro.

We'll ask a bit about you when you sign up. We'll also gather information when you connect your outside accounts. Then, we'll help you set financial goals and set you up with investment portfolios for each goal.

We will take some time in Discovery to learn what is important to you as we choose your individual stocks to build your initial portfolio(s).

You will receive quarterly updates on your Scorecard progress and insights to your personal Financial Vital Signs.

Here's What You'll Get:

  • Modern Client Experience: Actively monitor your Financial Scorecard through our app (iOS and Android).

  • Professionally Curated & Managed Portfolios: Your advisor will work together with you to build custom-portfolios designed around what matters most to you, delivering a more meaningful investor experience.

  • Empowered Money Mindset: Access to our exclusive online course designed to expand your financial opportunities and thinking.

  • One-Page Plan: Visualize your Plan in a simple One-Page format.
  • Monthly Group Coaching Access: Join an exclusive community for monthly group coaching sessions.
  • The Good Stuff Quarterly Newsletter: Unique ideas to inspire and add to your best lived life delivered right to your inbox.


  • Ideal for total accounts of $150,000+
  • Minimum Fee: $400 per quarter.
  • 1% Annual Advisory Fee. Fee is deducted from investment account(s) on a quarterly basis. Discounts activate above $1MM total investments.
  • No Fees on High Yield Cash Reserve (Money Market).