Financial Planning Monthly Subscription
Work with Lock Wealth for financial planning only, or add investment management when the time is right.
Foundations Subscription — $100/month
For individuals and households looking to get organized, build momentum, and make confident financial decisions. Includes a personalized financial plan, quarterly meetings, and ongoing guidance on cash flow, savings, retirement, and core planning needs.
Comprehensive Subscription — $400/month
For households needing broader planning support across investments, taxes, retirement, and estate considerations. Includes everything in Foundations, plus more advanced planning coordination and implementation guidance.
Business Owner Subscription — $800/month
For business owners who need integrated advice across both personal and business finances. Includes everything in Comprehensive, plus planning for tax strategy, business decisions, succession, and long-term continuity.
You do not need to move your money to work with us for financial planning. If you choose to have Lock Wealth manage your investments at some point, our investment management fee is 1.00% on the first $1,000,000, 0.75% on assets from $1,000,001 to $3,000,000, and 0.50% on assets above $3,000,000. See our Form ADV Part 2A for full fee disclosures
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