PlanDynamic Program
Our Most Popular Offer
Financial planning & investment management to build and sustain financial independence.
PlanDynamic Advisory
$100 to $150
Monthly Subscription
AND
PlanDynamic Portfolios
0.75% first $1,000,000 0.50% next $1,000,000 then 0.30% over $2M AUM+
See complete Table of Fees for Services.
Your personal CFP® relationship with Glenn Brown will work through all aspects of your financial life.
Financial Planning
Build a strong financial foundation
Ongoing guidance & implementation
Strategies for budget, cash flow & debt
Retirement income & distribution
College savings & aid strategies
Optimize employer benefits
Health care coverage & savings
Tax planning & reduction strategies
Insurance review & gap analysis
Estate planning & titling analysis
Gain clarity, education and confidence
Be proactive to change & opportunities
Your accountability partner
Investment Management
Goals-based investment portfolios
Disciplined process & allocation tilts
Active monitoring & rebalancing
Low operating expenses and costs
Clarity on what you own & why
Tax-loss harvesting
Generate growth or income streams
Accounts at Schwab Advisor Services™
Interactive Technology
Personal financial planning portal
In-person or virtual meetings
Aggregator of all financial accounts
Your big picture view in real-time
Vault for financial & legal documents
Secured by industry leader, eMoney
PlanDynamic Advisory
No Investment Required
Financial planning without compromise for self-directed investors, business owners seeking liquidity and sandwichers just starting out.
PlanDynamic Advisory
$200 to $300
Monthly Subscription
+ $1,000 one-time onboarding fee.
See complete Table of Fees for Services.
Your personal CFP® relationship with Glenn Brown will work through all aspects of your financial life.
Financial Planning
Build a strong financial foundation
Ongoing guidance & implementation
Strategies for budget, cash flow & debt
Portfolio review & risk analysis
Fee analysis of investments
Retirement income & distribution
College savings & aid strategies
Optimize employer benefits
Health care coverage & savings
Tax planning & reduction strategies
Insurance review & gap analysis
Estate planning & titling analysis
Interactive Technology
Personal financial planning portal
In-person or virtual meetings
Aggregator of all financial accounts
Your big picture view in real-time
Vault for financial & legal documents
Secured by industry leader eMoney
You Will
Enjoy a personal CFP® relationship
Gain clarity, education and confidence
Be proactive to change & opportunities
Have an accountability partner
Evolve your financial independence
Dynamic Starter Plan
Need help on something?
For those who are not ready for an ongoing relationship, focus on a goal and we will help you assess and deliver the actions needed.
Dynamic Starter Plan
Negotiable flat-fee based on $250 hour.
Know your all-in-costs before you start.
See complete Table of Fees for Services.
Work with Glenn Brown, CFP®, CRPC® to build a strong financial foundation and/or gain confirmation of actions.
Financial Assessments
Strategies for budget, cash flow & debt
Income & cash flow planning
Portfolio review & risk analysis
Risk tolerance analysis
Fee analysis of investments & advisors
Tax-efficient distribution strategies
Roth Conversion analysis
College savings & aid strategies
Optimize employer benefits
Health care coverage & savings
Tax planning & reduction strategies
Social Security optimization
Insurance review & gap analysis
Medicaid eligibility
Estate planning & titling analysis
You Will
Gain clarity, education and confidence
Define your questions, engagement level and know total cost.
Engage in 3 one-hour+ meetings - Getting Organized, Need Analysis (written recommendations), follow-up Q&A of Need Analysis in 45 days
Schedule meetings at your pace to gain education and execute on your specific topics in Needs Analysis for additional 45 - 75 days
Have two 30-minute meeting available following 12 months to help execute or be proactive to change
Evolve your financial independence
