Your financial journey begins here.

Whether you’re beginning your career, eyeing retirement, faithfully saving for the future, or joyfully spending today, Concordia’s services are designed to be flexible and customized to fit your circumstances.

Comprehensive Wealth Planning Program

The Comprehensive Wealth Planning Program combines our Financial Planning, Investment Management, Professional Coordination, and Technology & Reporting services into a single, turnkey program. As we expect our clients’ personal and financial circumstances to change, we fully expect the type of financial planning and services to change as well. Priced at a flat, fixed fee on an ongoing, annual basis, the Comprehensive Wealth Planning Program was designed to evolve as our clients’ circumstances do.

Wealth Planning ^LITE

Our Wealth Planning LITE Program provides financial planning and recommendations for individuals and businesses seeking an express planning package to fit their budget.

Our LITE program includes a comprehensive financial plan, our signature Priorities Process, planning recommendations, and investment analysis and recommendations.

Select a Program, Upgrade Any Time

Wealth Planning LITE program members can discuss upgrading to the Comprehensive program option at any time.

Comprehensive Financial Planning

The Priorities™ Process

Initial Preparedness Scores

Planning Recommendations

Investment Analysis and Recommendations

Ongoing Planning Review

Priorities™ and Preparedness Scores Review

Next Gen Planning

Business Planning

Investment Policy Statement

Investment Management

Technology and Reporting

Professional Coordination

SAGE Tuition Rewards

Max High Yield Banking

LITE

Comprehensive

LITE

Comprehensive Financial Plan

The Priorities™ Process

Initial Preparedness Scores

Planning Recommendations

Investment Analysis and Recommendations

Comprehensive

Comprehensive Financial Plan

Ongoing Planning Review

The Priorities™ Process

Initial Preparedness Scores

Priorities™ and Preparedness Scores Review

Planning Recommendations

Next Gen Planning

Business Planning

Investment Analysis and Recommendations

Investment Policy Statement

Investment Management

Technology and Reporting

Professional Coordination

SAGE Tuition Rewards

Max High Yield Banking

Program Pricing

Concordia’s team determines each program’s fee based on a client’s net worth, income and the projected complexity of the client’s planning. The fee is then discussed and negotiated with the client, and is charged annually for the period agreed upon.

Try our Fee Calculator to get a quick estimate!

Comprehensive Wealth Planning

Wealth Planning LITE

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You don’t need to be extraordinarily wealthy to benefit from wealth planning services!

We welcome anyone who wants to proactively plan for their future, navigate a life transition, or stay up to date with their current financial landscape.

Your financial journey begins here.

Comprehensive Wealth Planning Program

Wealth Planning ^LITE

Select a Program, Upgrade Any Time

LITE

Comprehensive

LITE

Comprehensive

Program Pricing

You don’t need to be extraordinarily wealthy to benefit from wealth planning services!

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