This Isn’t Just Planning. It’s How You Build the Wealth You Deserve.
Real support. Real strategy. Real access to the tools the wealthy use.
At Artemis, we don’t just map out your goals, we help you build a strategy that moves you toward the life and legacy you actually want. Whether you’re organizing your finances for the first time or managing complex wealth, you get licensed guidance, powerful planning tools, and a real partner in your corner.
Wealth Deserves Intention. So Does Your Financial Plan.
Our financial planning programs are designed to meet you where you are, then take you where you want to go. No guesswork. Just strategy, clarity, and results.
- Licensed fiduciary financial planner
- Same systems and tools the wealthy use
- Plans that evolve with your goals
- Clear structure, not generic advice
Lite Planning Program
Premier Planning Program
Elite Planning Program
Financial coaching with structure, clarity, and licensed support.
This entry level program helps you organize your finances, set real goals, and start building wealth with a licensed financial planner guiding you every step of the way.
Focus Areas:
- Basic retirement analysis & contribution planning
- Investment strategy basics
- Emergency fund and savings goals
- Life Insurance and Long Term Care analysis
- Access to secure financial planning portal
- Quarterly 1-hour check-ins
- Unlimited email communication
Best for: Getting started with clarity and confidence
Fee: $2,400/year (payment plans available)
Elite Planning Program
Premier Planning Program
Elite Planning Program
Comprehensive financial planning for growth, life transitions, and strategic wealth building.
Elite connects every part of your financial life with personalized support and big-picture thinking.
It includes everything in Lite, plus deeper strategy across investments, taxes, insurance, retirement, and life’s bigger decisions.
Focus Areas:
- Personalized investment planning & portfolio reviews
- Risk tolerance, asset allocation, and rebalancing
- Retirement planning & Social Security strategy
- Tax planning and coordination with your CPA
- Insurance and risk analysis (life, disability, long-term care)
- Education planning & employee benefit analysis
- Estate flow review + basic document guidance
- “What-if” scenario modeling and strategy updates
- Ongoing check-ins + unlimited email access
- Full access to your secure planning portal
Best for: Those ready to connect the dots and take a more intentional approach to building wealth.
Starts at: $5,500/year
Premier Planning Program
Premier Planning Program
Premier Planning Program
Advanced planning for complex financial lives, legacies, and long-term vision.
Premier takes everything in Lite and Elite and expands it to include full-spectrum planning for multi-layered goals. From business strategy to legacy building, this is where everything comes together: investments, entities, estates, and long-term impact.
You’ll have a team behind you, with a planner who can lead the conversation and bring all the moving parts into one plan.
Focus Areas:
- Advanced investment and alternative asset strategies
- Business valuation, succession, and transition planning
- Entity structuring and asset protection
- Complex insurance and trust solutions
- Charitable giving, foundations, and endowment planning
- Estate tax mitigation and generational wealth transfer
- Real estate purchase, sale, and asset transaction analysis
- Special needs and family financial education
- Collaboration with your attorney, CPA, and professional team
- Priority access, scheduling, and high-touch support
Best for: Clients ready for deep, strategic financial leadership across all areas of life and wealth.
Starts at: $12,500/year
Every Program Includes
- Licensed fiduciary financial planning
- Secure online portal with real-time progress tracking
- Budgeting, planning, and document tools
- Email + text access
- Ongoing strategy check-ins
- Investment guidance & goal tracking
- Access to education, templates, and reports
Your Path to Real Financial Strategy Starts Here
- Book a Call – We'll talk about where you are and where you want to go.
- Choose the Right Program – We’ll guide you based on your goals and priorities.
- Get Set Up – Your plan begins with onboarding, portal access, and your first milestone.
- Move Forward With Confidence – You’ll stay supported, informed, and in control—no matter what life brings.
You Don’t Need to Have It All Figured Out. You Just Need a Real Plan.
Our planning programs give you the strategy and support to stop guessing and start leading your financial future with clarity and confidence.
Frequently Asked Questions
Each program is tailored to a different level of support. Lite offers foundational coaching, Elite adds comprehensive planning across all major financial areas, and Premier supports complex wealth, business, and legacy planning.
We’ll help you decide during our intro call. It’s all about your goals, complexity, and the kind of support you want.
This is real financial planning. Budgeting is part of it, but we also cover investing, retirement, tax, estate, insurance, and more depending on your program.
No. You don’t need to be wealthy to start building wealth. We meet you where you are.
Yes. As a licensed fiduciary, we put your interests first—always.
Yes. These are key parts of Elite and Premier, including retirement timing, Roth conversions, Social Security strategies, and more.
Yes. Every program includes investment strategy and allocation support, tailored to your gols.
Absolutely. We collaborate with your team to keep everything aligned and working for you.
Yes. We also offer custom pricing for individuals looking for help with a specific planning concern, or who want a one-time snapshot plan without ongoing support.
Artemis Wealth Management
12645 Olive Blvd, 2nd Floor, Creve Couer, MO 63141
Call 314-527-2338 or Text 314-529-1516
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