Evolve your financial independence.
 
 

Fee-only pricing.

As a fiduciary, we choose transparency of fees.

No commissions.
No hidden fees.
No conflicts of interest.

As a client, you choose the offer best for you.


 
 

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

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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

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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

Flat-fee determined in advance based on $250 hour, typically $2,000 - $3,000.

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

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