A ONE-TIME SERVICE TO SET YOU UP FOR SUCCESS
Comprehensive One-Time Financial Plan
Get expert insight into your full financial picture through a one-time strategy session led by our licensed financial advising partners at Awoye Capital. You'll receive a personalized plan designed to help you grow, protect, and optimize your wealth.
Understand your income, spending,
lifestyle, and net worth.
Receive a strategy tailored to your goals and timeline, developed by Awoye Capital.
Get smart strategies to help
reduce your tax bill.
Easily monitor your plan, accounts, and documents anytime through MBG360.
What You’ll Receive in Your Personalized Financial Plan
Provided by Awoye Capital, a registered investment advisory firm.
-
In-depth review of your current financial life
Cash flow analysis: income sources and spending habits
Net worth breakdown: assets, liabilities, and liquidity
Expense categorization and lifestyle audit
-
360-degree plan tailored to your goals, values, and timeline
Visual scenario modeling (e.g., early retirement, home purchase)
Tools to track progress toward key milestones
-
Retirement planning: income strategies, Social Security optimization, and tax considerations
College savings: 529 plan recommendations and education cost projections
Planning for major life purchases: real estate, weddings, and more
-
Insurance needs analysis (life, disability, long-term care, liability)
Review of current policies and recommendations to address gaps
Risk mitigation strategies
-
Portfolio analysis: asset allocation, diversification, and risk exposure
Stress-testing aligned with your financial goals
Review of employer-sponsored plans, brokerage accounts, and long-term strategy
-
Strategic guidance on pre-tax and post-tax accounts
Tax diversification investment strategies
Roth vs. Traditional IRA strategies, capital gains considerations
-
Charitable giving strategies and legacy planning guidance
Suggestions for minimizing estate taxes and streamlining asset transfers
-
24/7 access to your personalized financial plan
Aggregated dashboard for banking, credit, investments, and loans
Real-time net worth tracking and secure document vault
-
One-on-one strategy session with a licensed financial advisor from Awoye Capital
Option to transition into ongoing advisory services, if desired
A ONE-TIME SERVICE TO SET YOU UP FOR SUCESS
Comprehensive One-Time Financial Plan
Get expert insight into your full financial picture through a one-time strategy session led by our licensed financial advising partners at Awoye Capital. You'll receive a personalized plan designed to help you grow, protect, and optimize your wealth.
Receive a strategy tailored to your goals and timeline, developed by Awoye Capital.
Understand your income, spending, lifestyle, and net worth.
Get smart strategies to help reduce your tax bill.
Monitor your plan, accounts, and documents anytime through MBG360.
What You’ll Receive in Your Personalized Financial Plan
Provided by Awoye Capital, a registered investment advisory firm.
-
In-depth review of your current financial life
Cash flow analysis: income sources and spending habits
Net worth breakdown: assets, liabilities, and liquidity
Expense categorization and lifestyle audit
-
360-degree plan tailored to your goals, values, and timeline
Visual scenario modeling (e.g., early retirement, home purchase)
Tools to track progress toward key milestones
-
Retirement planning: income strategies, Social Security optimization, and tax considerations
College savings: 529 plan recommendations and education cost projections
Planning for major life purchases: real estate, weddings, and more
-
Insurance needs analysis (life, disability, long-term care, liability)
Review of current policies and recommendations to address gaps
Risk mitigation strategies
-
Portfolio analysis: asset allocation, diversification, and risk exposure
Stress-testing aligned with your financial goals
Review of employer-sponsored plans, brokerage accounts, and long-term strategy
-
Strategic guidance on pre-tax and post-tax accounts
Tax diversification investment strategies
Roth vs. Traditional IRA strategies, capital gains considerations
-
Charitable giving strategies and legacy planning guidance
Suggestions for minimizing estate taxes and streamlining asset transfers
-
24/7 access to your personalized financial plan
Aggregated dashboard for banking, credit, investments, and loans
Real-time net worth tracking and secure document vault
-
One-on-one strategy session with a licensed financial advisor from Awoye Capital
Option to transition into ongoing advisory services, if desired