For ease and transparency we charge an annual fee and break it down into monthly payments.
The Nxt:Gen Personal CFO package is an ongoing service that weaves all aspects of your financial life into one coherent strategy designed to save you time, money, and provide peace of mind. This package has been uniquely crafted to support the successful veterinary professional who has a range of complex financial questions, and not enough time to address them on their own.
We charge an annual fee and break it down into monthly payments for convenience and transparency. Monthly subscriptions range from $300-400 a month depending on complexity.
The Nxt:Gen Personal CFO package uses a collaborative process that helps maximize your potential for meeting life goals through financial advice that integrates relevant elements of your personal and financial circumstances.
Investment management is included in the Personal CFO package at no additional cost. Continuous monitoring of your plan is built into the package, and as we make progress we will continue to monitor and adjust your plan as your situation changes.
Once your asset levels hit $500,000 directly managed by Nxt:Gen, your subscription will cease, and your fee will be based on a traditional tiered investment schedule. Our investment fee schedule is:
*0% on first $500,000 for Personal CFO clients
- Three meeting initial intake process
- Vision Meeting that helps you discover your values around money to align your money with your life
- A 90-day budget lookback review and optimization
- Creation and delivery of holistic financial plan
- Concise list of action items to implement your plan with guidance
- Minimum of two progress meetings a year
- Open access to my calendar to meet anytime
- Email and Zoom support
- Provide ongoing education and guidance concerning your finances
- Guidance on goal setting and implementation
- Continuous monitoring of your plan
- Access to modern technology to keep you on top of your finances
- Professional investment management included