Thompson Wealth Management, INC.

Thompson Wealth Management offers financial coaching and consulting services on an hourly or flat fee basis. The maximum hourly fee is $350. Flat fees range from $350 to $2,500. They also offer financial coaching packages:

• Green Package (Wealth Grower): Includes financial coaching, asset allocation recommendations, debt reduction recommendation, wealth cycle coaching programs, monthly educational seminars, and weekly market updates. Costs $950 annually.
• Gold Package (Wealth Builder): Includes financial coaching, basic financial planning, retirement income planning, employee benefits review, education funding review, insurance review, asset allocation recommendations, debt reduction recommendation, wealth cycle coaching program, quarterly appointments, monthly consulting conference call, annual client appreciation event, discounted real estate roundtable, monthly education seminars, and weekly market updates. Costs $1,750 annually.
• Platinum Package (Wealth Manager): Includes financial coaching, comprehensive financial planning, retirement income planning, employee benefits review, estate plan & living trust review, beneficiary & survivor needs review, real estate consultation, education funding review, insurance review, asset allocation recommendations, debt reduction recommendation, wealth cycle coaching programs, quarterly appointments, monthly consulting conference call, annual client appreciation, discounted tax preparation services, monthly educational seminars, and weekly market updates. Costs $2,750 annually.
• Platinum Elite Package (Business Wealth Manager): Includes Platinum Plan services and business goal setting, coaching/consulting & recommendations, budgeting/financial analysis, marketing/strategic goals, and day-to-day operations.