The Discipline Financial Planner is a flat fee financial planning and asset management service for investors who want comprehensive planning and asset management at a reasonable cost of just $375 per month. It includes our proprietary Defined Duration strategy – one of the first ever comprehensive asset-liability matching strategies for retail investors. 

The Discipline Financial Planner offers the following benefits:

* Fees are negotiable and may vary based on account complexity. Does not include underlying fund costs. Fees are charged quarterly in advance.