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Financial Planning For
your Unique Life
We are all different, we are all unique, and we all have different goals. Therefore, it is essential to have a customized plan that works for your financial situation and makes you understand that there is a solution to feel financially secure throughout all your life stages and beyond.
A plan never goes from A to Z in a straight line. Of course, there is always some deviation, but a well-thought-out strategy with contingencies will allow you to remain calm as you move toward your goals.
Although we cannot answer the questions on our website as each financial situation differs, we encourage you to reach out to us for a free assessment.
Branches of A Financial Plan
A financial plan isn't just investments. It has multiple topics, like a teacher’s lesson plan, an entrepreneur’s business plan, or an athletic team’s strategic plan to win a championship at the end of the season.
Video: Change Your Financial Future Today
Flexible Pricing options that fit your unique needs
Ongoing
Financial Plan
Upfront Fee: $600
Ongoing Quarterly Fee: $450
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The upfront fee is for client onboarding, data gathering, and setting the basis for the financial plan
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We work together one-on-one because you require accountability
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We develop a financial plan and assist with implementing your plan
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We work together based on a personalized service calendar designed to address additional financial issues and tasks that need attention periodically
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We make continued recommendations and help you take other actions
Fixed-Fee
Financial Plan
Fee: $3,000
Half Fee Due at the Beginning
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We develop a complete financial plan and provide you with the necessary steps to implement your plan
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You follow & monitor your complete personalized financial plan
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You don't require accountability
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We will do an annual check-in free of charge
For any updates or additional assistance after delivery, see Hourly Financial Plan
Hourly
Financial Plan
Hourly Rate: $250
Minimum 2 Hours
Fees Due Upon Completion
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This type of service is meant for those who do not need a complete financial plan or who would like guidance from a wealth advisor
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Suitable for Do It Yourself (DIY) individuals
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We can develop a partial financial plan and provide you with the necessary steps to implement your plan
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Typically 1 - 3 financial plan topics
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Flexibility
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Pay for what you need
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Entry-level access to a wealth advisor to ask questions
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You follow & monitor the financial plan
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You don't require accountability
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We will do an annual check-in free of charge
Financial Planning Process
Step 1:
Complimentary Assessment
This 30-minute meeting lets us ensure your situation matches our knowledge and experience.
Ready to move forward?
We encourage you to reach out to us for a free assessment.
Step 2:
Strategy Meeting
Just like when you go to a doctor to diagnose an issue, they prescribe a solution after they know your situation. We do the same when it comes to your financial situation.
Before this meeting, you will fill out a questionnaire that will assist in getting a high-level overview. The information will help tailor this 1-hour strategy meeting as we work together to gain more knowledge of your situation.
We will dig deeper into your goals, needs, and any concerns you may have.
We will require details such as:
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Pay Stubs
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Investment Accounts
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Retirement (Pension) Account Statements
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Bank Statements
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Credit Card Statements
The more details you provide, the better we can help.
Step 3:
Developing Your Financial Plan
We will work with you to develop your customized financial plan with the information that you provided and the goals that you seek. We will use our experience and industry knowledge to construct a plan that will allow you to understand your financial situation. Also, to make sure you know that there is a solution to feel financially secure today and throughout all your life stages and beyond.
Step 4:
Delivery & Implementation of Financial Plan
We will provide recommendations for your financial situation by delivering to you your customized Financial Plan.
We offer different types of Financial Planning services to fit your needs.
Step 5:
Check-in Progress Review
After becoming a client, we hold check-in meetings to discuss progress and any new topics arising from your financial life.
We will also reach out to our clients, if need be, to reevaluate goals, decisions, and upcoming life events.
You are no longer alone!