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Registration and Membership Benefits

Updated: Dec 31


SERVICE LEVELS

Visitors

  • Can become members, get information on financial literacy, financial education and financial services.


Members (All visitors benefits plus)

  • Membership is free with registration.

  • Members can book services, buy products, invite others to join build their community of support, chat, read the blogs and more.

  • Members get special pricing on financial literacy offerings, webinars, seminars and special events as well as financial planning services and discounts on consulting and project based services.


Subscribers (All member benefits plus)

  • Are members who have purchased a subscription to NFEC education resources offered through BARIA including topical lessons, workshops and coaching.

  • Special workshops and designated presentations are offered at reduced rates.

Clients (All subscribers benefits plus)

  • Clients are those who have purchased financial services products i.e. investments, financial planning services, insurance or other financial service products.

  • Discounts are provided to clients on NFEC education resources and other service combinations.

 

Subscription and fee for service offerings


Everyone is not an investor at the beginning. We have developed a selection of tools that will enhance an individuals level of clarity, knowledge and expertise that can make the investing experience less intimidating. But this is not a game.


The investor knows what they want. We support our clients with the tools to make it happen or we can do it for them. We work with our clients using services provided by Orion Portfolio Solutions for planning and management of portal capabilities.


We also license resources from the National Financial Education Council (NFEC). The NFEC provides a deep learning experience and training to individuals, who upon completion are certified with a FINRA designation. These certified instructors are recruited to provide training to BARIA clients. As a part of our education services package we provide seminars, workshops and team training for employee groups and institutions. We also provide a self-paced learning experience for all education levels.


We offer the following subscription services:


Financial Planning with "What If" scenarios

Self-Directed Advisor Supported:

Self directed, self paced financial planning allows the client to purchase subscription

access to the Orion Financial Planning Portal. The client can access the tools available

to create a “dynamic living” financial plan. We work with and monitor progress as part of

the offering. Access to a financial advisor is provided at a reduced hourly rate.

Pricing:

Subscription plans begin at $9.99/ month with consultation rates below

posted rates. There are additional subscription plans with a monthly

subscription fee and a reduction from the posted rates.


NFEC Financial Literacy Training

Self Directed: Self paced financial literacy training is available. Courses are developed

and delivered based on the needs of the individual student or for a group as a

workshop, class or after school activity. Sessions are produced for all age groups

with materials and concepts that are age appropriate.


Sessions can be delivered in person, on-line, self-directed by zoom and hybrid

teaching methods. We provide periodic assessments, feed back and

recommendations. We coach, prod, push and motivate our students to success

through active learning.


Pricing:

The monthly subscription fees begin at $9.99/ month and can receive discounts for workshops and individual on line, self paced lessons.


Self directed, self paced financial literacy training. Content is produced to meet

the clients learning approach and is considered in course development. Courses are

computer based, completed on line with active review, assessments and coaching

included.


Individual 1-on-1 sessions, Seminars, Group sessions and work shops are available and

are individually produced and provided on a per seat basis. Financial Coaching is also

offered.

 

Hands-off or Hands-on



We walk you through the analysis or we can leave you alone to explore your own approach.

We'll give you the tools you can use them. Either way, we'll respond to your financial planning needs by being prepared to do the following:

  • Portfolio Review

  • Net Worth Review

  • Cash Flow Review

  • Risk Assessment

  • Health Care Analysis

  • Insurance Evaluation

  • Holistic Stress Testing

  • Investment Policy Statement

  • Smart Goal Setting

  • Account Setup and Migration

  • Portfolio Management

  • Scenario Planning

  • Portfolio Stress Testing

  • Retirement Planning

  • Legacy Planning



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