The program is packaged through a consulting agreement, with a contract expectation of three years.

Indiana-based Midwest Wealth Management has launched YP Access Program, designed to “bridge the gap” between the beginning work life of high-trajectory professionals and the opportunity cost that’s spent building a long-term relationship with a financial advisor.

The program enables investors to align with a firm early in their career, allowing them to receive personalized planning advice, asset allocation, risk assessment and industry insight, without having to pay the full-blown cost many professionals charge.

“The investor/advisor relationship can last for decades, yet most investors don’t find out they are unhappy with the service provided until a few years in, and this can be an expensive mistake,” said Alex Davis, director of investment operations at Midwest Wealth Management. “The YP Access Program helps a young investor and the investment firm establish a trusting, working relationship well before the discussions of investing for retirement happen.”

The pricing is designed to fit within any budgetary concerns for investors as they begin their professional career, build their business or climb their respective corporate ladder, Midwest Wealth said.

Semi-annual reviews, monthly professional commentary and consolidated portfolio tracking are also included in the investment package.