Bold Financial Planning to Build Wealth Your Way
We don’t just offer advice—we create a personalized, strategic path to wealth that’s aligned with your values, your goals, and your life.
How We Work Together
Our financial planning isn’t just about numbers—it’s about you. Your goals. Your vision. Your pace.
We partner with you to:
- Align your money with what matters most
- Build a customized, long-term strategy
- Offer ongoing guidance as life evolves
What to Expect
Working with us isn’t one-size-fits-all. Each financial planning program is a 12-month commitment designed to give you structure, support, and clarity as your life evolves.
✔ A clear roadmap from day one
✔ Planning meetings tailored to your program level
✔ Built-in flexibility to adapt as goals shift
✔ Email and/or text support based on your program
✔ Tools to stay organized and track your progress
Want to learn more about how each program works? Reach out and we’ll walk you through it.
Lite Program
Platinum Program
Elite Program
Strategic financial coaching to help you get organized and take action in up to four focus areas.
Perfect if you’re just getting started, want help getting clarity on your goals, or are looking for guidance around budgeting, saving, or paying off debt. This program blends education, structure, and support—so you can move forward with confidence and start building real momentum.
Starting at $2,400/year
Payment plans available
Elite Program
Platinum Program
Elite Program
Comprehensive financial planning designed to organize your full financial life—and keep it moving forward.
This program is ideal for clients with multiple goals, growing income or assets, and a desire for ongoing strategic support. We help you align your decisions with your long-term goals and adapt along the way. Includes retirement, estate, tax strategy, and more.
Starting at $5,700/year
Payment plans available
Platinum Program
Platinum Program
Platinum Program
High-touch, concierge planning for business owners, families with complex wealth, or those who need expert strategy on call.
This program includes everything from Lite and Elite, plus customized support for life transitions, charitable giving, multigenerational wealth, and advanced tax strategies. Designed for clients who want a trusted advisor available as life moves quickly, this program is fully tailored to your pace and priorities.
Starting at $12,500+
Payment plans available
What Happens After the 12 Months
What Happens After the 12 Months?
Your financial planning program is designed to walk with you through this season of life—but wealth-building is ongoing.
At the end of your 12-month program, we’ll schedule a check-in to review your plan, update your goals, and discuss what’s next.
Here’s what to expect:
✓ Review + Renewal
✓ No starting over—we build on the foundation we’ve created
✓ Continued access to your customized planning software
✓ Annual renewal options starting at $2,400/year, with custom quotes based on your evolving needs
Preferred pricing may be available based on scope, level of service, or if you’re also a wealth management client.
Planning isn’t a one-time event. It’s a relationship—and we’re here to keep walking with you, year after year
What It’s Like to Work With Artemis Wealth Management
At Artemis Wealth, we work with people who are ready to take control of their financial lives. Some are just starting out. Others are growing businesses, planning for retirement, or building generational wealth.
What they all have in common? They want real clarity, a trusted partner, and a plan that aligns with their goals—not someone telling them what to do.
We don’t offer one-size-fits-all advice. We listen. We ask the right questions. And we help you build a financial strategy that makes sense for your life, your values, and your future.
“For me, financial planning is no longer stuffy and boring — it’s like taking a walk with a good friend, with my pace and goals considered every step of the way.” — Kerry S.