Simple
Financial Plans
One-on-One Financial Planning
Enjoy being guided by a professionally designed financial plan specifically built for you. Easy 8-minute onboarding with the beautiful Elements app, some candid conversations, and simple steps to reach your financial goals is all it takes.
You’re the Hero. We’re the Guide.
Finally know your financial health.
Have it professionally monitored.
And actually enjoy your financial journey.
Enjoy Easy Onboarding with Elements
When you get started, you receive an Elements link from Arena Investor. It is a simple 8-minute onboarding process that collects basic information. Now you're on your way!
Complete the easy Monarch Money onboarding that collects more detailed information about income and expenses.
Don’t worry, if you have any questions along the way simply add a comment to the Sheet and get a reply back from your Advisor. And we'll also answer any questions during our upcoming meetings.
Initial & Second Meetings
Our Initial and Second Meetings get into the details. It's during this time that we understand your needs, goals, and concerns. And your Financial Plan will be designed and personalized to you!
The live video-meetings are easily scheduled when you receive the link from Arena Investor in your inbox or smartphone.
Enjoy Ongoing Meetings every month
For the Ongoing Meetings, enjoy your financial progress when we send a recorded video and full review of your personalized Financial Plan to your inbox so you can enjoy it on your own time.
Every three months you have the option to continue enjoying the recorded video and full review of your personalized Financial Plan -- or schedule a live video-meeting if you prefer! Now that's a modern Advisory.
Unlock the Power of Personalized Financial Planning
You are not alone in your financial endeavors. Our Ongoing Meetings provide continuous guidance and adaptability, helping you stay on track to achieve your financial goals. These sessions empower you with the tools and confidence to make informed decisions.
Arena Investor is more than a financial advisory firm; we are a teammate in your financial journey. From initial planning to ongoing support, we commit to navigating you through every step of your financial journey to help you realize your dreams.
Efficient Onboarding
Customized Financial Strategies
Ongoing Support
Empowerment Through Knowledge
You're the Hero
We're the Guide
$300 per Month. Financial Peace of Mind.
At Arena Investor, we want to deliver value. You won’t pay $400-$500 every month for financial plans. Rest easy knowing you’re on a path to your goals.
Arena Investor Offers
Income Research Assistance
Are you being compensated properly? Let us check on that for you.
A boost in compensation can make a major impact on your financial goals.
We Also Offer
Philanthropy Assistance
Enjoy our well-curated list of charitable organizations to donate to. Have a favorite organization already? Great! Let's get those donations coordinated for you.
Charitable donations can reduce your tax obligations too.
Win-win scenarios are the best!
Did You Know That Your Business Can Have Investment Portfolios?
Put business money to work too.
Tailored to your business’s unique needs.
Arena Investor Offers Something For Everyone
FINANCIAL PLANS
Simple Financial Plans.
Built for Your Situation.
So You Can Reach Your Goals.
INVESTMENT
MANAGEMENT
Optimized Portfolios.
Professionally Built.
Professionally Managed.
PORTFOLIO
CHECKUPS
Personal Portfolio Reviews.
Adjustment Recommendations.
From a Registered Investment Advisor.
Join the Waitlist
The Investor Mindset newsletter is a weekly digital publication that creatively presents insights into the mind of an investor.
Arena Investor Helps
The One in the Arena Level-Up
Learn
Financial Planning Education
Investing Education
Current Events
Insights & Ideas
News In The Arena
Reviews
Monthly Topics include
Understanding: Insurance Rate, Debt Rate, Savings Rate, Burn Rate, Qualified Term, Tax Rate, Liquid Term, Real Estate Term, Equity Rate, Total Term
Plus
• DRIP and Grow Rich!
• What Is Investment Management?
• What Is Your Financial SWOT?
• and more!
Subscribe to The Investor Mindset newsletter (above)
Plan
One-on-One Financial Planning
Enjoy an Initial Meeting to get to know each other, set your goals, and evaluate your debt and credit
Enjoy a Second Meeting to refine the gameplan, review insurance, and review your investing
Get easy-to-understand Monthly Reports specific to you and the Financial Plan we built recorded and delivered to your inbox for your convenience
Schedule live or recorded Quarterly Meetings to stay on track, review your Financial Health, Financial Plan, and make adjustments as needed
Enjoy Income Research Assistance -- Let us confirm you're being properly compensated
Enjoy Philanthropy Assistance -- our curated list of organizations you can donate to if desired
Financial Health Monitoring & Alerts
in the Elements app
Get professional monitoring of your Financial Health
Receive alerts when certain thresholds are met
Understand your Financial Health and actually enjoy the journey!
Invest
Investment Management
for Individual and SMBs
Fee-Only, never any commissions or conflicts
At just 0.75% AUM, Arena Investor offers great value!
No hidden [fill-in-the-blank] fees -- we absorb them all!
Enjoyable user experiences with elegant industry-leading apps
A modern Advisory designed to serve today's professionals
Professionally managed portfolios
Stocks, ETFs, Mutual Funds, Bonds,
Crypto, High Yield Cash Accounts
Also included
Financial Health Monitoring & Alerts in the Elements app
Portfolio Checkups for DIY Investors
For All 401ks
For Personal Brokerage Accounts
Have your Investor Profile analyzed (your goals, time horizon, risk tolerance, et al)
Have your actual portfolio analyzed and compared to your Investor Profile to ensure alignment
Get specific stock, ETF, mutual fund, crypto, etc recommendations to realign your portfolio
Invest with the peace of mind that you have a Registered Investment Advisor as a teammate when desired