You received a Financial Planning Agreement from your Relationship Manager. Please sign this agreement and return to Vantage.
To complete the enrollment process, click on the appropriate plan type below. (Check your Financial Planning Agreement for plan type) You will be taken to a secure website and asked for your credit card information to enroll.
Please Note: The first monthly payment will be charged to your credit card upon enrollment.
| EA | New Clients - 1st yr. | $416.66/month for 12 months |
| EA | Renewal Fee | $166.66/month for 12 months |
| PA I | New Clients - 1st yr. | $250.00/month for 12 months |
| PA I | Renewal Fee | $83.33/month for 12 months |
| PA II | New Clients - 1st yr. | $83.33/month for 12 months |
| PA II | Renewal Fee | $41.66/month for 12 months |
| INDIVIDUAL | New Clients - 1st yr. | $900.00 for 3 sessions |
| INDIVIDUAL | Coaching Review Session | $350.00/session |
| FAMILY | New Clients - 1st yr. | $1,350.00 for 3 sessions |
| FAMILY | Coaching Review Session | $350.00/session |
In order to complete the enrollment process, a completed Financial Planning Agreement must be faxed or mailed to our office. Click here for a blank Financial Planning Agreement or a blank Coaching Agreement