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
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
PlanDynamic Portfolios
Old-School Wealth Management
Not everyone wants virtual meetings, interactive technology or to revisit financial aspects of their lives already accomplished.
For those near or living in retirement, this offer focuses on sustaining financial independence.
PlanDynamic Portfolios
0.95% first $1,000,000
0.75% next $1,000,000
See complete Table of Fees for Services.
Your personal CFP® relationship with Glenn Brown will work on all aspects of living in retirement.
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
A strategy to grow dividend income
A strategy for capital preservation
Choose monthly or quarterly distributions
Required minimum distributions calculated
Secure performance & tax reporting
Accounts at Schwab Advisor Services™
Financial Assessments
Annual portfolio reviews
Risk tolerance analysis
Income & cash flow planning
Tax-efficient distribution strategies
Social Security optimization
Employer benefits review
Insurance review & gap analysis
Medicaid eligibility
Estate planning & titling analysis
You Will
Enjoy a personal CFP® relationship
Gain clarity, education and confidence
Focus on your “why” to stay the course
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
