Advice Only Plan Process

Our Advice-Only Financial Planning Process is a comprehensive review of your financial situation and our recommendations are only as good as the information provided. In these Strategy Sessions, we’ll meet 3 times over 3 months to prepare a Plan, Implement, and Follow Up on the progress of the financial goals.

After our initial meeting, we will prepare a Financial Action Plan with specific steps to focus on and then present those recommendations to you to implement. Our last follow-up meeting will review everything that was implemented. Advisory Services offered through Portfolio Medics LLC a SEC Registered Investment Advisor

One-Time Planning Fee is Based on Complexity Ranging from $4,000 to $6,000. *Hourly Advice is Available Only to Those Who Have Paid the One-Time Planning Fee in Previous 3 Years. 

$150- $300 Per Hour

Hourly Financial Advice
Virtual Educational Courses
Self Paced Videos
Debt Payoff Plans
1x Subject Matter Expertise on
Any Insurance Product Topics
Portfolio Review/Design

DIY Options

$4,000 Minimum

Holistic Financial Planning
Tax Planning
Risk Management Plan
Debt Payoff Plans
Student Loan Strategies
Investment Portfolio Design
Estate Planning
Referral Partner Network
Educational Resources
Live Events Free Admission
Virtual Educational Courses

Done For You Services Working Years

Portfolio Management Available for Additional Fee. Advisory Services offered through Portfolio Medics LLC, a SEC Registered Investment Advisor. Financial Educational Classes offered
through Seven Two Advisors LLC. Seven Two Advisors and Portfolio Medics LLC are not related in any way.

$5,000 Minimum

Holistic Financial Planning
Tax Planning
Risk Management Plan
Annuity Product Reviews
Turning 65 Healthcare Strategy Plan
Retirement Income Plan
Estate Planning
Referral Partner Network
Educational Resources
Live Events Free Admission
Virtual Educational Classes

Done For You Services Retired Years

Pick Your Package

$150-$300 Per Hour

Hourly Financial Advice
Virtual Educational Courses
Self Paced Videos
Debt Payoff Plans
1x Subject Matter Expertise on
Any Insurance Product Topics
Portfolio Review/Design

DIY Options

$4,000 Minimum

Holistic Financial Planning
Tax Planning
Risk Management Plan
Debt Payoff Plans
Student Loan Strategies
Investment Portfolio Design
Estate Planning
Referral Partner Network
Educational Resources
Live Events Free Admission
Virtual Webinar Classes

Done For You Services Working Years

Portfolio Management Available for Additional Fee. Advisory Services
offered through Portfolio Medics LLC, a SEC Registered Investment Advisor.
Financial Educational Classes offered through Seven Two Advisors LLC.
Seven Two Advisors and Portfolio Medics LLC are not related in any way.

$5,000 Minimum

Holistic Financial Planning
Tax Planning
Risk Management Plan
Annuity Product Reviews
Turning 65 Healthcare Strategy Plan
Retirement Income Plan
Estate Planning
Referral Partner Network
Educational Resources
Live Events Free Admission
Virtual Educational Classes

Done For You Services Retired Years

Pick Your Package

Serve First Mentality

  • Our recommendations are prepared by advisors that want the best solutions available that will move your personal finances forward
  • Our recommendations will be in your best interest, not ours with or without using our additional Core 3 Solutions
  • Our Core 3 Solutions were Designed to simplify our clients’ lives when it comes to making large financial decisions.
  • Clients can avoid the extra hassle of having to find, research, meet and interview with many different financial professionals such as an Insurance Agent, Investment Advisor, and Real Estate Agents.
  • A financial firm that understands all of your financial needs and journey can bring together all of the financial pieces of your life to save you time, money, and keep you focused on the things that matter most.
  • Our recommendations are prepared by advisors that want the best solutions available that will move your personal finances forward
  • Our recommendations will be in your best interest, not ours with or without using our additional Core 3 Solutions
  • Our Core 3 Solutions were Designed to simplify our clients’ lives when it comes to making large financial decisions.
  • Clients can avoid the extra hassle of having to find, research, meet and interview with many different financial professionals such as an Insurance Agent, Investment Advisor, and Real Estate Agents.
  • A financial firm that understands all of your financial needs and journey can bring together all of the financial pieces of your life to save you time, money, and keep you focused on the things that matter most.