Start your plan

Start Household.

Two quick things, then Square’s secure checkout. The charge shows as Rae & Co Capital, LLC on your statement.

Your plan

Household

$2,000

For a full picture, usually a couple with a few moving parts.

What happens next

Pay on Square’s secure checkout. You get a receipt immediately.
Sign the written planning agreement, which I email you the same day.
Meet for discovery. It is part of the work, not a sales call you have to pass first.

One-time engagement completed within six months, not a subscription. If we stop early, any unearned prepaid portion is returned. Questions first? Text 864-558-8440.

Who is this plan for?

So the agreement and the plan carry the right name from the start.

First name

Last name

Phone

Yes, I would like to receive Rae & Co Capital market notes and educational updates. I consent to receive text messages from Rae & Co Capital at the phone number provided, including follow-up about my inquiry. Message and data rates may apply. Consent is not required to work with Rae & Co Capital.

Submitting this form does not create an advisory relationship. Do not include sensitive personal financial information. Rae & Co Capital does not provide individualized advice until an advisory agreement is in place.