Gold
Medal
Waters
Services > Financial Planning > Prices
A plan for everyone. We created our financial plans to be affordable for young couples just starting out, yet robust enough to help those with advanced and complicated financial lives.
Plus
$3,000
Best Value
Base
$2,000
ALL THE BASICS
Premium
$4,000
TOP-OF-THE-LINE
Base
features &
Estate
Basics
Business
Planning
Education
Plan
Debt
Planning
Stock
Options
Benefits
Planning
Goal
Setting
Risk
Assessment
Portfolio
Analysis
Net Worth
Review
Allocation
Plan
College
Funding
Goal
Strategies
Online
access
Plus
features &
Alternative
Options
Income
Distribution
Advanced
Estate
Business
Succession
Asset
Protection
Pension
Decisions
Advisor
Coordination
Not sure what level to choose? Setup a free initial consultation.
Our Plan: Pay only for what you need
Their Plan: Pay for more than you need
Our financial plans are competitively priced on the project level and our suggestions may potentially save you from costly potential mistakes during the course of your lifetime.
Plans range from $2,000-$4,000. To help simplify and create need-based packages, we've tiered them based upon the services that are most often requested by our clients.
Many of our competitors charge either based upon what they think you require or by the hour. Quite often costs are unclear in the former. In the latter, it is common to feel intimidated or stressed during the process, since more time equals a higher fee.
These feelings may disrupt the experience and possibly harm your outcome.
Are you ready? If you know we're the firm for you, just sign up and we'll take it from there!
Need a different service? Investment Management, Financial Planning or Wealth Management.
Still not sure? Request a free consultation or read five more reasons why clients choose us.
Contact Us
Boulder Office:
4845 Pearl East Circle, Suite 101
Boulder, Colorado 80301
+1 720 887 1299
info@goldmedalwaters.com
Where We Work
Boulder, CO
Denver, CO
Fort Collins, CO
Colo Spgs., CO
Golden, CO
Longmont, CO
More Info
Map/Directions
Fact Sheet
Brochure (PDF)
Work at GMW
News & Videos
Press Inquiries
Give Us Feedback
Your opinion matters!
We're constantly striving to be the best. Let us know what you think!
Littleton, CO
Lone Tree, CO
Cherry Creek, CO
Keystone/Vail, CO
Chicago, IL
Nationwide
Elsewhere on the Web:
©2011 Gold Medal Waters, Inc., a Colorado and Illinois, Dimensional Funds Approved (DFA), Fee-only Denver and Boulder Financial Advisor. All rights reserved.
You are viewing the text version of this site.
To view the full version please install the Adobe Flash Player and ensure your web browser has JavaScript enabled.
Need help? check the requirements page.
