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Clarity. Confidence.
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Financial Wellness Deep-Dive
Up-Front Fee: $3,750
Monthly Ongoing Fee: $115-165
Monthly Ongoing Fee: $115-165
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A life-centered planning experience designed to help you understand your money and create a life that feels as good as it looks—financially and emotionally. This is for people who want long-term support, structure, and education. Together, we co-create a plan that supports stability, clarity, and confidence moving forward.
Includes: ✔ Cash flow + savings plan built around your real life ✔ Debt strategy + automation systems ✔ Retirement readiness + investment education ✔ Insurance and benefits review ✔ Personalized PDF plan with clear steps ✔ Access to tools, templates, and curated resources ✔ Ongoing support + accountability Ideal For: ➜ Millennials and recent college grads ➜ People navigating life changes—career, income, relationships, etc. ➜ Anyone who wants to feel confident and aligned in their financial life |
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"Get Unstuck":
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*ADHD- and Trauma-Informed Financial Coaching are included in all ongoing plans at no extra cost (if needed). Because your relationship with money is about more than numbers.
Complex Planning & Integration
Up-Front Fee: $4,500
Monthly Ongoing Fee: $150+
Monthly Ongoing Fee: $150+
A high-touch, strategic planning partnership for layered lives, complex decisions, and big-picture visioning.
Includes everything in the Deep-Dive, plus:*
✔ Ongoing planning relationship with flexible review schedule
✔ Business + self-employment strategy
✔ Tax planning, equity comp support, and long-term wealth building
✔ Coordination with attorneys, CPAs, and other professionals
Ideal For:
➜ Seasoned entrepreneurs and small business owners with variable or multiple sources of income
➜ Individuals or couples managing complex assets, goals, or family dynamics
➜ People navigating equity comp, business planning, or large tax decisions
➜ Those seeking a trusted long-term partner to simplify the complex and keep them aligned
Includes everything in the Deep-Dive, plus:*
✔ Ongoing planning relationship with flexible review schedule
✔ Business + self-employment strategy
✔ Tax planning, equity comp support, and long-term wealth building
✔ Coordination with attorneys, CPAs, and other professionals
Ideal For:
➜ Seasoned entrepreneurs and small business owners with variable or multiple sources of income
➜ Individuals or couples managing complex assets, goals, or family dynamics
➜ People navigating equity comp, business planning, or large tax decisions
➜ Those seeking a trusted long-term partner to simplify the complex and keep them aligned
If You're Not Sure You Can Afford It...
We get it — money stuff can be tender. If our prices feel out of reach, please don’t count yourself out. We’re committed to accessibility and offer flexible payment options in special circumstances. Just reach out. We’re happy to talk about what’s possible — or, at the very least, point you in the right direction and share a few helpful next steps.
Still Don't See What You Need?
Hire us hourly? $175/hr or check out or DIY Consult Menu.
Disclosures
Please refer to our Form ADV Part 2 brochures for a more detailed explanation of the advisory services offered. These brochures disclose information about the qualifications and business practices of Mutual of Omaha Investor Services, Inc. as well as the services provided, addresses, disciplinary actions, outside business activities, and potential conflicts of interest. Should you have any questions on these documents, please reach out to your financial advisor.
In addition to the advisor fee outlined, additional fees for this service will be incurred and may include third party asset management fees (which are generally a percentage of assets invested in the program) and the underlying investment expenses (including but not limited to mutual fund sales loads, ticket charges, transaction fees, etc.) The total fee charged to you will vary depending on the program chosen. These fees are outlined in the third party money manager's disclosure documents.
Please refer to our Form ADV Part 2 brochures for a more detailed explanation of the advisory services offered. These brochures disclose information about the qualifications and business practices of Mutual of Omaha Investor Services, Inc. as well as the services provided, addresses, disciplinary actions, outside business activities, and potential conflicts of interest. Should you have any questions on these documents, please reach out to your financial advisor.
In addition to the advisor fee outlined, additional fees for this service will be incurred and may include third party asset management fees (which are generally a percentage of assets invested in the program) and the underlying investment expenses (including but not limited to mutual fund sales loads, ticket charges, transaction fees, etc.) The total fee charged to you will vary depending on the program chosen. These fees are outlined in the third party money manager's disclosure documents.
