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SIGNATURE WEALTH PLANNING

Your Wealth Plan: 
Built For Clarity First, 
Then Smart Decisions 

Money is coming into your home, and you want clarity. 
You save. You invest. (or you’re ready to start!) 

You’re disciplined. And yet, these questions run on repeat for you:

Am I actually on track to retire?

What am I missing, and how would I even know?

Is this really the best investment right now? 

Are my kids set up for the future? 

And these questions get more complicated with time. 

We’re here to help you find clarity, context, and expert guidance as you navigate these questions—so you can move forward with confidence.

Signature Wealth Planning

You Need A Personal Wealth Plan For the Life You’re Building 
That’s where our Signature Wealth Planning service comes in. 

Financial and Retirement Planning for High-Income Earners 

BOOK A COMPLIMENTARY CALL

to explore Signature Wealth Planning.

As a high earner, you want a full picture of your finances and a clear, personalized plan for building wealth over time. 

What’s Included in Your Wealth Creation Plan:

Using our A.M.P.L.I.F.Y. framework, we work through your financial life step by step, with six hours of 1:1 planning sessions during the initial twelve weeks.  

Then, to keep things on track and moving forward, three 1:1 sessions are held annually, typically at the start of the year, in the spring, and in the fall. That’s because plans are ever evolving along with your life! 

Click for what you’ll walk away with 

What you’ll walk away with:

A clear, customized financial plan

Confidence and guidance with your decisions

A framework you can build on and adjust as your life evolves 

Financial certainty and actionable steps to reach your goals

Knowledge and advice on how to build and attain wealth

Investment: starting at* $5400 for the initial plan, inclusive of 6 months of support.
Ongoing financial planning starts at the end of the 6th month for $333 per month. *depending upon complexity

What Does It Mean When You Say: Fee-Only Financial Planning

This means we don’t earn commissions or benefit from your choices. As a Fee-Only Fiduciary, our role is to prioritize your interests, always. We’re here to help you understand your options so you can make informed decisions you feel good about, now and in the future.

START BUILDING YOUR WEALTH PLAN

Who This Wealth Plan Is Best For

This is for you if:

01

You have multiple moving wealth-building pieces (income, investments, retirement, taxes, goals) and want to make sure they work together 

02

You don’t live paycheck-to-paycheck or are ready to stop living paycheck-to-paycheck and know it’s possible 

03

You are ‘beyond the basics’. You know there is a way to optimize how your money is working for you.

04

You care about making smart decisions now and avoiding regret later

05

You want expert guidance without handing over control of your money

Wealth Planning Strategies Start With A Solid Foundation 

How It Works

The AMPLIFY Framework

Get started

Amplify

ACT & ASSESS

We start by taking action and diving into every financial detail of your life, including assets, debt, accounts, and cash flow, to give you a complete snapshot of your finances. This insight replaces guesswork with clarity, so you know exactly where you stand and can confidently take the next step.

Amplify

Map Your Meaning

We map out what matters most to you!—not just your goals, but also your core values. Together, we identify your unique “money script” and use this insight to build actionable steps into your plan. This process helps remove hidden barriers to wealth-building that you may not even realize are standing in your way, so you can accumulate wealth more effectively.

Amplify

Plan Purposefully

Next, we explore and compare strategies across your financial life so you can see your options and decide which path makes the most sense for YOU. With the AMPLIFY approach, your options become truly visible through your target-map(s)® and a customized financial plan—giving you the knowledge and confidence to move forward.

Amplify

Lock-In Direction

You receive clear, prioritized recommendations that lay out what to do next, what to hold steady, and why. This step turns analysis and meaning into a clear direction you can act on with confidence.

Amplify

Implement With Support

You put your plan into action at your own pace, with guidance and answers available when you need them. 

Amplify

Follow Through

Life changes, and financial plans aren’t meant to be static. With ongoing, regular check-ins and timely updates we adjust your plan together in real time, so your strategy and wealth grow with you

Amplify

You First

With our Signature Wealth Planning, the year-round guidance puts you in control. As your wealth grows, support is shaped by your priorities, values, and the decisions you choose to make.

VIP Add-On

Hands-On Support For Clients Who Want To Get It Done, Together

Some clients want more than a plan; they want momentum and accountability. I get it. 

That’s why we created the VIP Day. A focused session, available exclusively to Signature Wealth Planning clients, to help you implement key parts of your plan alongside us, in real time.

This is a good fit for you if:

Feel overwhelmed by tasks or the implementation, and want to stop delaying progress

Want focused time to take action instead of postponing it

Prefer working through decisions and logistics or special projects together

Click for what this includes

What this includes:

A dedicated 1:1 VIP day for (2.5 hours) booked for the morning or the afternoon. —Choose a single VIP day or a package of two (a popular choice!)

Preparation and follow-up by Alissa, so the day is used efficiently

Real-time guidance as you take action on what matters most

Investment: Package of two for $2,500 | Single VIP Day: $1300

Note: The VIP Add-On is optional and completely client-driven. Reserve a block of time with Alissa in the morning or afternoon, enabling you to accomplish more in a single session. 

Ready to move forward decisively with your financial plan? Inquire about this when discussing the Signature Wealth Planning service. 

Fee-Only CERTIFIED FINANCIAL PLANNER® Professional

Meet Alissa Krasner Maizes.

Esq. 

Before Amplify My Wealth, I was a practicing attorney, managing my family’s finances, building my own wealth, and raising my kids—all while making life-changing financial decisions along the way. 

LEARN MORE ABOUT ALISSA

Like many of my clients, I was the one figuring things out.

That experience shapes how I work. I help clients make coordinated decisions across the areas that matter most—so nothing is working in isolation and important opportunities aren’t missed. This includes tax planning strategies for high-income earners, retirement planning that balances today with the future, investment allocation and cash flow decisions, and longer-term considerations like college savings, estate planning, and major life transitions.

Although I do not practice law or provide legal advice, I see everything through my legal and CFP® Professional lens. I bring structure and clarity to help you find confidence in your financial future! I look forward to connecting with you. 

FAQs

Do you manage investments as part of the Wealth Plan?

No. I provide expert guidance, strategy, and a clear framework for your money, so you can manage and implement your plan andchose your preference of where you want to keep your money, from bank to brokerage accounts. This keeps costs transparent, removes conflicts of interest, and ensures our focus is on planning, strategy, and long-term wealth growth.

Is There A Minimum Income Or Asset Level For A Signature Wealth Plan?

There is no minimum income or asset level required to have a comprehensive financial wealth plan; it is never too early to start thinking and planning for your financial future!

Although there is never a minimum, most of my Signature Wealth Plan clients earn a six or seven-figure household income and are millionaires, or on their way there!

You may also consider the Wealth Focus session if you’re early in your career as a high earner and just need a few questions answered, or advice or guidance from a Certified Financial Planner, rather than a comprehensive plan. Wherever you are on your journey, my email list and blog are great resources for getting started and moving forward on your wealth-building journey

How Does This Help Me Know If I’ll Have Enough For Retirement?

With a full financial picture and detailed retirement and other goal-driven projections, we map everything out and strategize together, including your income and expenses, current and potential investment portfolios, and ensure that your plan aligns with your goals, values, and money mindset for greater success.. This process allows you to see where you are today, what adjustments may be needed, and what steps will help ensure your wealth supports the lifestyle you want in retirement.

Do you manage investments as part of the Wealth Plan?

No. I provide expert guidance, strategy, and a clear framework for your money, so you can manage and implement your plan andchose your preference of where you want to keep your money, from bank to brokerage accounts. This keeps costs transparent, removes conflicts of interest, and ensures our focus is on planning, strategy, and long-term wealth growth.

Is There A Minimum Income Or Asset Level For A Signature Wealth Plan?

There is no minimum income or asset level required to have a comprehensive financial wealth plan; it is never too early to start thinking and planning for your financial future!

Although there is never a minimum, most of my Signature Wealth Plan clients earn a six or seven-figure household income and are millionaires, or on their way there!

You may also consider the Wealth Focus session if you’re early in your career as a high earner and just need a few questions answered, or advice or guidance from a Certified Financial Planner, rather than a comprehensive plan. Wherever you are on your journey, my email list and blog are great resources for getting started and moving forward on your wealth-building journey

How Does This Help Me Know If I’ll Have Enough For Retirement?

With a full financial picture and detailed retirement and other goal-driven projections, we map everything out and strategize together, including your income and expenses, current and potential investment portfolios, and ensure that your plan aligns with your goals, values, and money mindset for greater success.. This process allows you to see where you are today, what adjustments may be needed, and what steps will help ensure your wealth supports the lifestyle you want in retirement.

Create Your Free Financial Snapshot in 15 Minutes

Create a visual snapshot of how your income, assets, and liabilities fit together today using Asset-Map. After you complete your Asset-Map, you’ll have the option to book a complimentary 1:1 conversation to walk through your numbers and finally answer the question: “Am I on track to retire?”

Build Your Asset-Map!