Services and Pricing
Our Services
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Become more confident, comfortable and in control of your family's financial life with CoPilot. Use our collaborative financial planning and investment advice designed to help you make thoughtful decisions about your family's future. The first conversation is free. It's a chance for you to get to know us, allows CoPilot to understand your situation and goals, and see if there is a rapport and common basis for working together.
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Explore Our Services
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Creating a Financial Plan is the first step toward a developing a great investment and risk management strategy. Let CoPilot Financial guide you toward your financial success.  |
This service will provide you with:
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Flight Plan Creation: $1750
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CoPilot Map is for customers who want to understand how to construct an effective investment portfolio, given CoPilot’s investment philosophy and their Personal Profile. |
This service will provide you with:
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Cost: $125/quarterGet Started! Payable at the beginning of the quarter.Cancel the service at any time. | |
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CoPilot GPS is for customers who want specific, ongoing advice on how to invest their money and want to measure and monitor their performance. |
This service will provide you with:
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Cost: $500/quarterGet Started! Payable at the beginning of the quarter.Cancel the service at any time. | |
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CoPilot 360° is for customers who want a more personal, traditional relationship with a Financial Advisor and the ability to consult with him/her on all financial life matters. |
This service will provide you with:
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Cost: $650/quarterGet Started! Payable at the beginning of the quarter.Cancel the service at any time. | |
Categories
- Market Investing (7)
- Retirement (1)
- Family and Finances (8)
- Financial Planning (12)
- Life and Health Insurance (1)
- Estate Planning (0)
- Taxes (2)
- Debt (1)
- Real Estate (0)
- Politics and Investing (2)
- Education and College (2)
- Other (9)
Your "Pre-Christmas Blog" - Using Credit Intelligently
Dec 05, 2012 by Mike Bergines in Financial Planning and DebtI picked up the mail the other day and there it was, between the bills and the advertisements: a credit card application for my son, Nicolas. Now, that wouldn’t have been so startling… if Nicolas wasn't 3 years old! Luckily, he can't read yet, and I wasn't about to tell him he c...
Read More...
Private vs. Public School – Which makes sense for our family?
Oct 24, 2012 by Mike Bergines in Education and College and Family and FinancesShould we send our kids to public or private school? This is a question our customers agonize over. Private school are expensive, and parents often have difficulty assigning a value to this budget item.
Even if you have decided to send your kids to private school, you have to choose wh...
Read More...
Why people hire a financial advisor – Trust
Oct 12, 2012 by Mike Bergines in Other and Family and FinancesAlthough people say they look at many things before hiring a financial advisor, when it comes down to making a decision, the vast majority of people hire the person or firm that they trust. You hear prospective and current clients talk about trust too often to ignore.
Why is trust so...
Read More...
AMT - What is it? Why should you care?
Apr 16, 2012 by Mike Bergines in Politics and Investing and TaxesThis tax season could bring you either a shocking surprise or a familiar anger - the payment of AMT (Alternative Minimum Tax). Those who have paid the tax hate it with a passion. Those who are yet to pay it hate it, too (they just don't know yet). What is it?
AMT is a rea...
Read More...
Why Pay for a Tax Accountant?
Apr 16, 2012 by Mike Bergines in TaxesThe Bloomberg Businessweek April 9 issue, which has a heavy emphasis on taxes (no surprise!) has an article entitled "Taxation With Lots of Representation". The article is a humorous (as much as taxes can be humorous) account of the writer of the article, Joel Stein, doing his taxes 4 different ...
Read More...
Categories
- Market Investing (7)
- Retirement (1)
- Family and Finances (8)
- Financial Planning (12)
- Life and Health Insurance (1)
- Estate Planning (0)
- Taxes (2)
- Debt (1)
- Real Estate (0)
- Politics and Investing (2)
- Education and College (2)
- Other (9)
Your "Pre-Christmas Blog" - Using Credit Intelligently
Dec 05, 2012 by Mike Bergines in Financial Planning and DebtI picked up the mail the other day and there it was, between the bills and the advertisements: a credit card application for my son, Nicolas. Now, that wouldn’t have been so startling… if Nicolas wasn't 3 years old! Luckily, he can't read yet, and I wasn't about to tell him he c...
Read More...
Private vs. Public School – Which makes sense for our family?
Oct 24, 2012 by Mike Bergines in Education and College and Family and FinancesShould we send our kids to public or private school? This is a question our customers agonize over. Private school are expensive, and parents often have difficulty assigning a value to this budget item.
Even if you have decided to send your kids to private school, you have to choose wh...
Read More...
Why people hire a financial advisor – Trust
Oct 12, 2012 by Mike Bergines in Other and Family and FinancesAlthough people say they look at many things before hiring a financial advisor, when it comes down to making a decision, the vast majority of people hire the person or firm that they trust. You hear prospective and current clients talk about trust too often to ignore.
Why is trust so...
Read More...
AMT - What is it? Why should you care?
Apr 16, 2012 by Mike Bergines in Politics and Investing and TaxesThis tax season could bring you either a shocking surprise or a familiar anger - the payment of AMT (Alternative Minimum Tax). Those who have paid the tax hate it with a passion. Those who are yet to pay it hate it, too (they just don't know yet). What is it?
AMT is a rea...
Read More...
Why Pay for a Tax Accountant?
Apr 16, 2012 by Mike Bergines in TaxesThe Bloomberg Businessweek April 9 issue, which has a heavy emphasis on taxes (no surprise!) has an article entitled "Taxation With Lots of Representation". The article is a humorous (as much as taxes can be humorous) account of the writer of the article, Joel Stein, doing his taxes 4 different ...
Read More...
| Nov_2012_CoPilot_Conf_Call.pdf | File | Notes for the November 2012 Conference Call | 224 KB | Nov 7th 2012, 22:06 |
| CoPilot Nov 2012 Call.mp3 | Mp3 | Recording of the Nov 2012 conference call | 3826 KB | Nov 12th 2012, 00:10 |
| CollegeFunding_Presentation.ppt | File | College Funding Presentation - January 2013 | 5819 KB | Jan 10th, 02:08 |
| CoPilot_Q4_Update_Moderate_Risk_Long_Term_Investor.pdf | File | January 7, 2013 – Quarterly Market and Investment Update Executive Summary Q1 Debt Ceiling uncertainty; 2013 success | 288 KB | Jan 14th, 16:26 |
