Pricing for Mosaic
The 6-month Mosaic program is $3000.
Note: This cost is waived with a minimum of $300,000 of assets invested with us.
Get pricing on our Investment Management here >
Removing the (financial) barriers to your creative spirit
What will we talk about? Here's a sneak peak:
INVESTMENT ADVICE
How can I make my money work for me now and in the future?
CASH FLOW
How can I stabilize my cash flow so I can enjoy life now while still taking care of future me?
RETIREMENT
How can I build a foundation for financial independence?
TAXES
How can I reduce taxes to have the freedom to use these funds as I like?
ESTATE PLANNING
How can I communicate my wishes and provide peace of mind to my loved ones if I become incapacitated or pass away?
MANAGING RISK
How can I protect myself and my close ones from the unexpected?
Ready to listen to your whispers?
THE REVIEWS
ARE IN...
“
[Ginger] was an amazing listener and accommodated my unique situation.
I felt that I had a partner, and that I had someone knowledgeable and 100% aligned with my interests on my side.
(S.H., Recent Collaborator)
We'll revisit and revise your plan with a single meeting and updated action items.
We'll keep a close eye (or two) on your plan to make sure things are on track. If anything gets out of whack, we'll let you know! That's Maintenance Mode.
Plus:
Note: Maintenance Mode is an optional continuation of the Mosaic service.
*This cost is waived with a minimum of $200,000 of assets invested with us.
Get pricing on our Investment Management here >
What's stopping you from finding your flow?
It might be stress, worries, or inhibitions. With Mosaic, we'll get to the bottom of it...