Aceryx Financial Services
The Aceryx Strategic Plan
6 Months | $5000
The Aceryx Financial Strategic Plan is the plan I wanted but could not find a few years after I left the military. So many things had changed… I had moved, I was working a new job with its own benefits, I was receiving VA benefits, I was using my GI Bill—the list goes on. I needed to integrate my new financial life with my military benefits and accounts. Everyone wanted to sell me a product, not a plan. This is how the Aceryx Strategic Plan was born.
The Aceryx Financial Strategic Plan is a 6-month intentional planning process and virtual engagement to create a comprehensive strategy to achieve your financial goals while educating you along the way. The value comes from going through the process to define purpose, organize, and align every part of your financial life so you can move forward with clarity and confidence. Let’s build your plan together!
How It Works:
6 meetings over 6 months to educate, organize, and build momentum.
Comprehensive review and personalized recommendations covering your full financial picture, including cash flows, benefits integration, investment strategy, estate and insurance planning, and more.
1-page summary of your financial plan so you always know where you stand.
Written action plan aligned with your goals and strategy.
Secure digital access to your organized financial life.
You keep 100% control of your accounts. You stay in charge, always.
Flat-fee pricing with no product sales, Assets Under Management (AUM) fees, or commissions.
The opportunity to continue Accountability Check-Ins at a frequency that is right for you.
Hourly Financial Advice
1 HOUR | $275 *1 Hour Minimum
This service is designed for focused financial questions that don’t require a full planning process. It’s a right-sized option for when you need clarity on a specific topic, a second opinion, or help updating an existing plan.
Some examples include reviewing your 401(k), using a backdoor Roth strategy, planning a sabbatical or career change, analyzing business options, evaluating Bitcoin in your portfolio, getting a second opinion, or fine-tuning your next financial move.
How It Works:
Book a session when you need clarity, direction, or a second opinion.
Sessions can be one-time or project-based, depending on your needs.
Meet virtually with a fiduciary financial planner with no sales pressure or commissions.
Share your screen to review your accounts, benefits, or documents in real time.
Ask questions about investments, retirement planning, employee compensation, benefits, or other financial topics.
Receive honest, personalized advice with no product pitches.
Pay a flat hourly rate with clear, upfront pricing.
You get a follow-up email with a summary, actionable next steps, and the clarity to move forward with confidence.
