Get more value than the cost.
Navigating all your ever-changing life goals with
Innovative Financial Advice & Coaching
A Value-Driven Model to Achieve Your Dream Life
This is an experience that will leave you excited about your financial future. We dive into every aspect of your financial picture and get clear on what your biggest goals are.
From there, we build you a customized financial plan that’s aligned with your dream life using the most advanced financial strategies and the power of your corporation. You’ll never have to worry about whether you’re on the right track.
At Ocean 6, we’re more than just financial planners, we are financial coaches providing ongoing support through every twist and turn of your financial journey for the rest of your life.
With our value-driven model, you’ll always know you’re getting more value than the cost of our services.
CFP®
CERTIFIED
FINANCIAL
PLANNER®
FINANCIAL
PLANNER®
Pricing
TIER: BUILDER
$6,500/year + 0.85% AUM
AVERAGE COMPLEXITY
TIER: BUILDER
$12,500/year + 0.75% AUM
MODERATE COMPLEXITY
TIER: CHANGE MAKER
$25,000/year + 0.65% AUM
HIGH COMPLEXITY
The Process of Your Financial Journey
The first thing we do is a complimentary assessment of your financial situation to be sure we can add value. We only move forward if we can offer more value than the cost you’ve invested in our services.
Our innovative strategies have saved business owners thousands of dollars, but the best part about our unique process is the peace of mind you get from having a clear and organized plan. You’ll never have to worry about making a financial decision again.