Workplace Services & Coaching
Financial Confidence Made Simple: Wealth Coach & Workplace Wealth Coach
Achieve Your Financial Goals
Empowering Your Financial Journey
At Kaydan, we are committed to empowering you on your financial journey. Whether you’re a young adult seeking personalized guidance with Wealth Coach or looking for advice that can help optimize your employer-sponsored benefits with Workplace Wealth Coach, our goal is to help your financial success. We believe that everyone should have access to financial advice, and our subscription-based models make it a reality. With dedicated professionals and comprehensive wealth services, we are your partners in building a brighter financial future.
Convenience and Proficiency
A Pathway to Comprehensive Wealth Management
Take control of your financial destiny with the convenience and proficiency offered by Wealth Coach and Workplace Wealth Coach. Experience personalized financial guidance, proactive retirement planning, and continuous portfolio management. Our subscription-based services are designed to cater to your unique needs, providing you with the tools and support necessary to achieve your financial goals. Join us today and embrace a future of financial empowerment.
Your Retirement, Our Strategic Focus
A Proactive Approach to Your Retirement
At Kaydan, we’re committed to providing expert financial guidance that’s accessible to professionals at every stage of their journey, regardless of their current financial standing. Our subscription-based service models offer tailored solutions to meet your specific needs.
Personally integrated wealth management for young adults. *
This subscription-based model provides access to our firm without the asset or resource requirements of our traditionally priced services.
Everyone deserves the best personal advice possible. Young adults face many important financial decisions well before serious wealth is created. Wealth Coach pairs young adults with an experienced wealth advisor to collaboratively work through various financial issues and questions as they arise. Every aspect of life can be improved with the right coach!
$180 / Month
0.80% Discounted Asset Management Fee
* Available to those 40-years-old and younger.
Workplace Wealth Coach
Consulting and investment management solutions focused on workplace savings programs (401(k), 457, 403(b), HSA, etc.).
Workplace savings programs are typically the largest and most important wealth building tools available. Consistent funding and timely adjustments can make significant differences in your retirement experience. Failure of either becomes a squandered opportunity. Unfortunately, the “care and feeding” of workplace programs is often an afterthought; something one glances at haphazardly with no sense of an overarching game plan. Your retirement is too important to plan passively.
$60 / Month
$30 / Month for each additional plan.