Financial Planning
Without the AUM tax.

Flat-fee. Private. Not AI Generated.

What's included
  • Three working sessions over four weeks
  • A retirement income model
  • Roth conversion strategy
  • Social Security claiming strategy
  • A written 10-year action plan you keep
  • Fee-only — no products, no AUM cut
Georgy FinancialIndustry Standard
$3,500 flatOne-time
1.00%AUM annually
ZeroCommissionsVariable
NoneAUM fees0.5–1.5% /yr
Fee-onlyModelProduct-driven
Hand-builtAuthorshipAI-generated
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What clients say

"Ramy helped me gain a much clearer view of what’s eating up my revenue and how to price things correctly. The planning session gave me practical insights I can actually use."

Mark A.