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FINANCIAL PLANNINGMEMBERSHIP

Life is busy. Our jobs can be demanding, and our social obligations can easily filleach minute of our calendars. It can be so difficult to set aside time to tackleimportant financial issues… we get it. That’s why we’ve designed our Financial Planning Membership to help you get started. In our Financial Planning Membership, we will dissect your most immediatefinancial focus areas, provide thoughtful and actionable recommendations on atimely basis, and inspire you to take the proper next steps in your financial journey.L e t ' s b e g i n . . s h a l l w e ? !W E L C O M E . Y O U ' R E I N T H E R I G H T P L A C E .

WELCOMEHave you ever made it a goal to get yourfinances in order but found yourself short ontime or simply unsure how to even begin?We get that. We know you're saddled with all kinds ofimportant considerations these days: whetherto pay down debt or set aside funds forretirement, how to strategically invest your401(k), how to balance building a career whilebuilding your net worth, saving for your firsthome, preparing to start a family, and manyothers.Our Financial Planning Membership isdesigned to help busy professionals organizetheir finances, strategically think through andmake key financial decisions, establishimportant money habits, build a strongfinancial foundation, and ultimately, plan fortheir futures with confidence.T H E M A W B Y B R I G E M A N W E A L T H M A N A G E M E N T G R O U PBrittan LeiserF I N A N C I A L A D V I S O RAt the Mawby Brigeman Wealth Management Group, we know how important it is to proactively planand discuss your options with someone who you can relate to and partner with to navigate theseexciting life milestones.If you're ready to take ownership of your financial future and begin building the life you've alwaysimagined, then let's connect. We can't wait to help you get started.

WHO WE WORK WITHOur Financial Planning Membership Program isdesigned to support those who:T H E M A W B Y B R I G E M A N W E A L T H M A N A G E M E N T G R O U PAre trying to balance building a "nest egg"with paying down debts (i.e. student loans,credit card debt, etc.) Want to save and prepare for homeownership but don't know how much theycan "afford"Dream of starting a family but needassistance in proactively preparingfinanciallyNeed assistance reviewing and investingtheir 401(k) or other employer-sponsoredretirement plansDesire accountability in the areas ofbudgeting, cash management, paying offdebt, and improving money habitsWant to get financially organized or investbut do not have the time, desire, orbackground knowledge to do soindependentlyMay not be "ready" to invest but still needassistance building a strong financialfoundation"The best way to predict the futureis to create it." -Abraham Lincoln

OUR PROCESSWe believe investing in your future is the most important thing you'll ever do. Our process centersaround getting to know what matters most to you so that, together, we can identify options thatalign your goals to your financial foundation.STEP 1Let's connect for a free 30-minute consultation call (held virtually or in-person) tosee if this is a good fit. During this time, we will discuss your current financialsituation, identify key priorities, and outline next steps for our ongoingrelationship.STEP 2Let's get to work. After our free initial consultation, we will then meet for a 60-minute discovery call. During this time, we will explore your background andcurrent situation in greater detail. We will discuss your financial and personalgoals, outline most pressing financial focus areas, and begin identifying a pathforward. STEP 3Let's review. Following our discovery call, we will meet for 60-90 minutes todiscuss key recommendations and an outline for our quarterly engagement. Someof the initial recommendations may fall into the following categories: debtmanagement, tax planning, retirement planning, investment goals/allocation,insurance/estate planning, budgeting, and savings goals. At this time, we will alsoprovide a review of your net worth and overall asset allocation for your401(k)/workplace retirement plan. T H E M A W B Y B R I G E M A N W E A L T H M A N A G E M E N T G R O U PSTEP 4Let's start building a path forward. After our initial "onboarding" process, we willbegin meeting quarterly to review your action plan and discuss key time-sensitivematters such as career/salary benchmarking, retirement planning, preparing fortax season, benefits open enrollment, insurance needs, and investment allocations.*Note: at this time, we will begin billing quarterly at an agreed upon rate.

PACKAGE DETAILSIf after our free consultation you'd like to move forward, then we will proceed with a one-time onboarding fee of $500. We will then begin our working relationship with two 60-90minute meetings for discovery and recommendations. Thereafter, we will bill quarterly atan agreed upon rate for our ongoing partnership. Note* fees will be assessed based on theoverall complexity of your situation.INITIAL INVESTMENT: $500WHAT'S INCLUDED IN THE MEMBERSHIP:A comprehensive onboarding program that includes a 60-90 minute discovery meetingand a 60-90 minute recommendation meeting. A detailed set of recommendations that may cover topics such as: cash management, debtpayoff strategies, credit card choices, insurance, student loans, tax planning, retirementplanning, and investment choices.A summary of your overall net worth and review of current 401(k)/employer-sponsoredretirement plan (i.e. asset allocation, investment options, fees, etc.)All payments will be made through AdvicePay - a secure and compliant electronic paymentportal. PAYMENT OPTIONSOngoing quarterly check-ins to discuss important topics in real-time such as BenefitsOpen Enrollment, preparing for tax season, career planning, salary benchmarking,rebalancing your investment portfolio, budget/cash-flow review, credit monitoring, debtmanagement, and insurance options.Access to our network of industry professionals including Certified Public Accounts,attorneys, insurance providers, and estate planners. *These individuals may have additionalfees for their specific services. T H E M A W B Y B R I G E M A N W E A L T H M A N A G E M E N T G R O U P

a la carte servicesLooking for investment advice or management foryour accounts? We are happy to manage yourinvestments for a fee. Our investmentmanagement services include:INVESTMENT MANAGEMENT*inquire for pricingCost-efficient investment solutions &on-going monitoringExecuting rollovers of previousretirement plansCOMPREHENSIVE FINANCIAL PLANinvestment: $1200Modeling key financial decisions/scenariosAssessing "retirement readiness"T H E M A W B Y B R I G E M A N W E A L T H M A N A G E M E N T G R O U PSecurities-based lendingTax-efficient income distributionEducation Funding AccountsSome clients desire a customized comprehensivefinancial plan. We can create a holistic and robustplan to assist you with:Anticipating cash flow needs and annualincome from investments

Are you ready?It is time you invested in yourself and finally felt financiallyconfident. Schedule time with our team today to get started.L E T ' S C O N N E C TThe Mawby Brigeman Group ("The MB Group") is part of We Are One Seven, LLC ("One Seven"). One Seven only transacts business in states in which it is properlyregistered or is excluded or exempted from registration. A copy of One Seven's current written disclosure brochure is filed with the SEC which discusses among otherthings, One Seven's business practices, services, and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. This is not a recommendation nor an offerto sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.