Book a 30-minute, zero-pressure demo to learn about your Flight Options
RADICALLY TRANSPARENT
REFRESHINGLY SIMPLE…
How much TIME and advice do YOU want?
IM Private-Jet
$1,995 / mo
$19,995 if Paid Annually
$3,945 in Annual Savings
When your needs are high and your time is exceptionally limited
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To help you take IMMEDIATE control of your money, your advisory team will devote an entire day with you (ON-SITE).
We’ll get you more well organized and in command of your money than you ever thought possible inside one power packed day.
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Getting organized takes time. With IM Private-Jet, we do ALL your pre-flight data gathering FOR YOU.
That means we’ll gather, consolidate, and streamline ALL of your financial data from your CPA team, your Legal counsel, your Insurance Agents, your HR Team, and any other intel required to put you in complete control FOR GOOD!
Meanwhile, you can focus exclusively on the day to day priorities in your already busy lifestyle.
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We promise to return your phone calls inside the same business day in which it is received.
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When you need timely advice, we will get you scheduled for a power huddle with your advisory team within 1 business day.
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We commit 1% of NET Revenue to providing financial assistance to Medical Students.
1% of your fee equals $199!
That’s enough to buy a med student’s groceries and fill their tank with gas!
Hooray for you!
Click here to learn more about the Meaningful Journeys Scholarship.
IM Concierge
$995 / mo
$9,995 if Paid Annually
$1,945 in Annual Savings
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30 Minute Power Huddles/Zooms with your Advisor
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We promise to return your phone calls within 24 hours.
*Business Days
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When you need timely advice, we will get you scheduled for a power huddle with your advisory team within 3 business days.
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We commit 1% of NET Revenue to providing financial assistance to Medical Students.
1% of your fee equals $99.95!
That’s enough to buy a week’s worth of groceries for a med student!
Hooray for you!
Click here to learn more about the Meaningful Journeys Scholarship.
IM Premier
$595 / mo
$5,995 if Paid Annually
$1,145 in Annual Savings
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30 Minute Power Huddles/Zooms with your Advisor
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We promise to return your phone calls within 48 hours.
*Business Days
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When you need timely advice, we will get you scheduled for a power huddle with your advisory team within 5 business days.
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We commit 1% of NET Revenue to providing financial assistance to Medical Students.
1% of your fee equals $59.95!
That’s enough to fill a med student’s tank with gas!
Hooray for you!
Click here to learn more about the Meaningful Journeys Scholarship.
IM Cruising
$395 / mo
$3,995 if Paid Annually
$745 in Annual Savings
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60 Minute Power Huddles/Zooms with your Advisor
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We promise to return your phone calls within 5 business days.
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Structured Power Huddles are spaced out on a Quarterly basis.
This means you’ll receive 4 action-packed power huddles with your advisory team each year.
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We commit 1% of NET Revenue to providing financial assistance to Medical Students.
1% of your fee equals $39.95!
That’s enough to cover half a week’s worth of groceries for a med student!
Hooray for you!
Click here to learn more about the Meaningful Journeys Scholarship.
*IM Cruising ONLY
Available AFTER Year-1
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We very simply need MORE TIME with you in Year 1.
Ascending to Cruising Altitude is all about developing the right plans for the right reasons and executing the plan with consistent communication.
Our mission is to help you take control of your money and live a meaningful life. In order to get you there, your first year will include a minimum of monthly standing Power Huddles with your advisory team.
Our promise to you in your first year of service is to permanently transform the way you make decisions with your money. And the only way we can deliver on that is by rolling up our sleeves, immersing ourselves in your unique situation, and investing the time together that’s truly required to reach Cruising Altitude.
4 Power Huddles a year can KEEP you in Cruising Altitude, but it can’t GET you there with the level of impact you need and with the integrity that we aim to provide.
How much help do you want?
Your desired exchange of time and advice is how we arrive at our fee schedule
