​Your private financial planning website can consolidate all of your financial information (even on accounts we don’t manage, such as your 401k, Fidelity, Vanguard, T.Rowe Price, Schwaab, Etrade, Scott Trade etc…) into one snapshot so you can see updated daily asset allocation, how much risk do you have across all your portfolios.

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You will be able to add your income, expenses, pensions etc… and generate a year by year cash flow projections to see how you are pursing your goals. This Cash Flow projection is in real time and will update with your asset values so you can see how you are pursing your goals at any point in time.

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You will be able to link your credit card and checking accounts to pull in all your spending transactions which will allow you to see how your money is being spent across all categories. It allows you to track refunds and unwarranted charges. You can also create a budget within the website that will match up to your spending transactions.

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You have access to an encrypted online vault where you can store digital copies of documents such as wills, trusts, insurance policies, photos, deeds, etc. for easy reference whenever you need to read through them.  You can also upload photos & videos of personal property to have proof for insurance companies in case of loss.

There is also an organizer tab that allows you to update your income, itemized expenses, assets, liabilities, insurance policies and more that allow you to play the What If Game?  Any changes you make will automatically update your cash flow planning projections so you can see how your are pursing goals.

There is also a financial planning checklist within the Organizer Tab to reference suggestions on planning and money saving ideas to help get your financial life in order.

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See Video For What Your Financial Butler Personal Financial Planning Website Can do.

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15.  Two Fee Based Options

A) Our 10x Your Financial Planning Retainer Value Promise

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Our core offering is designed to deliver immediate, actionable value or we promise to refund your retainer on a pro-rata basis .

Your initial Retainer Value Promise covers:
 

• Professional Analysis: Minimum of 2 hours of dedicated plan research and preparation drawing upon our thousands of consults over 30 plus years with families, business owners & real estate investors.  Our continuing education commitment as Certified Financial Planning Practitioners TM and mentorships under some of most recognized tax attorney’s and financial names in the country, helps us strive to bring you many value added ideas you aren’t using.

• Strategy Presentation: A 2-hour Zoom or in person meeting to review the Tax, Financial, Retirement, Investment, Asset Preservation, and Estate Planning strategies we have identified.

• Team Collaboration: This includes meeting with your existing leadership team
  (Key Employees, Tax Preparer, CPA, Enrolled Agent, Attorney, Lenders, etc.) to discuss or implement our strategies.

• Dynamic Deliverables: A comprehensive, dynamic financial plan covering all aforementioned areas via the *#1 Financial Planning Software in the Country

• Premium Technology: Lifetime access to the country's #1 Ranked Financial Planning Software (*as ranked by the 2025 T3 Insider Information Software Survey).

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Our Unprecedented 10x Financial Planning Retainer Promise

Once we gather all your financial data in our discovery call, we take time to strive and identify significant money saving value through a combination of tax planning , possible investment financial gains, potential increased income (pre- and post- retirement), asset/estate preservation, and cost-reduction strategies that you aren't currently using.

• The Minimum Retainer Value Safety Net: If we find significant savings that would be worth your time to consult with us, we promise that it will be worth your time by showing you the possible savings,  If we don't deliver on the promise we will refund part of your retainer. 

• Our 10x Your Financial Planning promise works this way:

• After we share the possible savings, You choose the retainer you want to pay and then we promise to 10x that investment. For example, If we feel we can save you $50,000 in various savings ideas, normally our retainer would be 10% of that savings or $5,000.  In that example we would be 10xing your investment in our financial planning retainer.  If during our follow up consult we don't show you at least $50,000 in savings that we promised we will reimburse you the pro-rata difference. For example, if we only show you $30,000 worth of new ideas, your retainer would only be $3,000 instead of $5,000. 

• However, if you feel the maximum retainer you can afford is $2,000 then we promise to show you at least $20,000 of the $50,000 we have identified.  Our minimum retainer is $1,500. 

• The Upside: ​The maximum consultation retainer fee we charge is $10,000. Even if we find $200,000 in savings and possible gains across our planning areas, your fee will still only be $10,000 which in that example would be 20x your initial retainer investment.  The bigger the savings the more the return.

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B) Asset Management Fee Platform

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• If you choose to have Wilkins Wealth Management Group LLC manage your part of your cash, investments, or retirement accounts, you may have separate asset management fees ranging from zero out of pocket to 1.10% annually, depending on the investment type and amount.  (See Below) 

• Investment Management Fee 10x RETAINER CREDIT:

• Importantly, if you decide to have us manage any of your liquid investments such as Non Ira’s, IRA, Trust accounts etc.. with stocks, bonds, mutual funds, etf’s etc… Any 10x retainer value promise fees you paid listed above would be credited towards any normal Assets Under Management Fee Schedule listed below:

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Under $100,000 1.10

• $100,000 to $499,999 1.00

• $500,000 to $1,249,999 .90

• $1,250,000 to $2,499,999 .80

• $2,500,000 to $4,999,000 .70

• $5,000,000 to $7,499,000 .60

• $7,500,000 to $9,999,999 .50

• $10,000,000 to $12,499,999 .40

• $12,500,000 > .30

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Extra Consultations: Each $600 you pay in consult fees gets you an 1 hour of consultation

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• *Asset Management Advisory Fees paid are credited to cover investment management, tax planning, retirement planning, research, meetings with your attorney’s, CPA’s as per the $600 hourly fee minimum rate. Ie... $1200 in Asset management advisory fees gets your 2 hours of consult across these areas mentioned above combined. Also provides you access to the #1 Ranked Commercial Financial Planning Software in the country in Right Capital etc… Advisory Fees Do Not cover the low balance $10 low balance quarterly fees if your balance is under $100,000 or the $40 Annual Custodial IRA FEE for accounts under $250,000.  Additionally, there can be $50 Annual Fee of some annuity investments and small transaction fees to purchase & sell some ETF’s, Mutual Funds, Bonds UIT’s and structured notes.. Also mutual funds, ETF’s  and Structured Notes that can have their own separate fees and are disclosed in any prospectus.

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Important Disclosures

• Any required tax return prep, tax advisory, bookkeeping, or legal work must be performed by a CPA or Tax Attorney of your choice.

• These services are outside of this consult, are not provided through LPL Financial, and will incur extra billing charges per the professional's rates.

• Clients understand they must consult with a CPA or attorney to confirm any tax, asset preservation, or estate planning recommendations presented.

• Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.