Financial Planning Services

Financial Coaching
($100 / month)

This service helps you understand your spending, prioritize your financial goals, develop an optimized cash flow plan, and execute it. All while you get the friendly guidance and accountability of a trained professional.    

  • Monthly Coaching Meeting
  • Monarch Money Subscription (advisor-paid)
  • Customized Cash Flow Plan
  • Quarterly Progress Summaries
  • Credit Card and Points Consultation
Let’s Talk

Comprehensive Planning
(Starting at $2,500 / year)

We build and maintain a comprehensive financial plan based on your unique goals and situation, covering tax strategy, cash flow, investments, insurance planning, life goal planning, and much more. Pricing is based on the overall planning complexity.

  • Bi-Annual Planning Meetings
  • Access to Full Range of Planning Services
  • Monarch Money Subscription (advisor-paid)
  • Ongoing Email Support
Let’s Talk

Investment Management Only

This service is for people who want their investment portfolios professionally managed by DreamVision Capital as a standalone service. Annual fees for investment management are calculated based on the amount managed on a blended basis.

  • First $500,000 = 1.25% Annual Fee
  • Next $500,000 = 1.00% Annual Fee
  • $1,000,001 – $2 million = 0.75% Annual Fee
  • $2,000,001 – $5 million = 0.50% Annual Fee
  • Over $5 million = 0.35% Annual Fee
Let’s Talk

Financial Life Management
(Starting at $5,000 / year)

This offering combines our comprehensive planning services, investment management, and financial coaching, plus dedicated white-glove service under one fee. Here, we act as your personal CFO. This option may also include additional discounted or complimentary future services. Annual fees are calculated based on the amount managed on a blended basis. There is a flat minimum of $5,000 / year until the asset-based fee exceeds this amount.

  • Quarterly Planning Meetings
  • Access to Full Range of Planning Services
  • Included Financial Coaching
  • Monarch Money Subscription (advisor-paid)
  • Ongoing Email Support
  • White-Glove Plan Implementation Support
  • Minimum of $5,000 / year
  • First $500,000 = 1.7% Annual Fee
  • Next $500,000 = 1.40% Annual Fee
  • $1,000,001 – $2 million = 1.10% Annual Fee
  • $2,000,001 – $5 million = 0.65% Annual Fee
  • Over $5 million = 0.43% Annual Fee
Let’s Talk

Financial Consulting
(Starting at $200 / hour)

Hourly planning and investment consulting for DIY investors or those who want project-based planning. Pricing is based on the overall complexity of the consulting.

Let’s Talk

Insurance Review
(Complimentary*)

We will review your current insurance coverage in light of your situation and needs. If needed, Alex will present competitive policies across a wide range of insurers to meet your unique needs. Complimentary review of your life, disability, and health insurance coverage.

*Alex is able to offer this service free of charge because he may be compensated by commission if you sign up for an insurance policy.

Let’s Talk

Helping young professionals and business owners achieve their financial dreams.

Alexander Kanellopoulos, CFP ®

Founder and CEO of DreamVision Capital, LLC