Our Process

Our Process:

- Step 1 – Intro Call: Quick conversation to understand your situation and see if a partnership makes sense. This call is complimentary and takes 15-20 minutes

- Step 2 – Deep-Dive Discovery: Holistic look at work, family, money, and goals—with a focus on what would truly give you peace of mind. This call is complimentary and we can decide together the best path forward.

- Step 3 – Your Financial Life Plan: Clear priorities, a simple roadmap, and delegated tasks so you know who is doing what, and when. This step will fall into one of the selected options below.

- Step 4 – Ongoing Partnership: Regular check‑ins, proactive updates, and adjustments as life and work change—always focused on meaningful progress.

Schedule a Complimentary Intro Call

Our Services

From a handful of questions to a comprehensive and holistic financial plan. We can help set your path. Depending on your needs we can help you in any or all of these areas.

Investment Management

Clock and stacks of coins, jar says retirement

Retirement Savings and Planning

Risk Management and Insurance Planning

Tax Planning

Neither Chad Young or YWP are CPAs please consult a qualified tax professional regarding your situation.

Estate Planning

YWP does not provide legal advice; please consult a qualified professional.

Person working with a calculator and paper

Cash Flow Planning and Budgeting

Education Funding and College Planning

Business Consulting and Planning

Sudden Money Situations and Other Money Concerns

Financial Planning Pricing and Fees

From a handful of questions to a comprehensive and holistic financial plan. We can help set your path.

Ask me Anything

Ideal for those just starting to take finances seriously or with less than $100k in investments. This session is designed to answer your most pressing questions and provide actionable steps to get you moving.

Focus Areas: Typically covers cash flow, budgeting, and high-level investment guidance, but may include

The Engagement: This is a limited-scope, point-in-time engagement to address specific financial concerns.

The Fee: One-time payment of $599.

Talk to us to see if this is the right fit.

couple reviewing information on a computer

On-Going Financial Plannning

Our full-service experience is designed for clients with approximately $500k+ in investable assets who want a trusted partner year-round. This includes quarterly meetings, ongoing access to our team, and continuous updates to your financial roadmap.

We serve as your advisor, coach, and accountability partner.

First Year: $4,500 (includes initial plan and setup, paid quarterly).

Ongoing: $3,500/year (paid quarterly).

Note: Fee offsets may be available for clients with assets under management.

One-Time Financial Plan

The "Deep Dive" Project A comprehensive planning experience designed for those with over $100k in investments who want expert guidance without a long-term commitment.

Over eight weeks we cover essential modules like retirement planning, tax-efficient strategies, and insurance analysis, or other areas. The Deliverable: A detailed roadmap for you to implement at your own brokerage or with us for additional fees listed below. Fee: $3,500 ($500 deposit to start, balance due at plan delivery).

Assets Under Management

You can choose to manage your own assets or have us handle them for you. We believe investment costs should be transparent rather than growing automatically just because your portfolio does. Under this plan, we manage your investments for a straightforward, tiered engagement fee—providing professional oversight at a predictable cost that doesn't penalize your success.

Tiered Fee

$0-$1Million - .8%

$1Million - $5Million - .6%

$5Million and above .4%

Clients with Ongoing Financial Planning receive a discounted rate to the above tiers.