Subscription – Based Financial Planning

Trailblazer Program


First month is pro-rated based on engagement date, and clients are invoiced the 15th of every month. We utilize Advice Pay for the administration and processing of these fees.

What do you get with this service?

  • Cash flow planning resources & guidance
  • Access to premier financial software “My Blocks,” an interactive personal finance tool through MoneyGuidePro ®
  • Emergency fund planning
  • Streamline/organize accounts
  • Goal development/tracking
  • MSA Financial workbook
  • Access to other professionals in the industry we can refer you to for services such as tax planning, estate planning and more
  • Withholding review
  • Investment review/recommendations – 401(k), 403(b), IRA, etc.
  • Assistance with creation of debt paydown strategies
  • Semi-annual reviews
  • Articles of interest
  • Personal finance email reminders

Resource Examples

My Blocks” is a digital, client engagement tool that breaks down key financial wellness topics into bitesize modules called blocks. For example, younger clients can benefit from the “Fast Path to Financial Freedom” block, which focuses on key areas such as emergency fund planning, goal planning, credit card/debt pay-down strategies, goal
planning and more.

Our Affiliations

We are proud to be affiliated with the following organizations.