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Flat-Fee, Fee-Only Financial Planning Tailored to Your Life
Achieving financial clarity isn’t just about numbers—it’s about aligning your finances with your goals, values, and future vision. At Wolfpack Wealth Management, we offer full-service fiduciary guidance led by a CERTIFIED FINANCIAL PLANNER® professional (CFP®) who is committed to putting your best interests first.
Whether you’re facing big decisions, navigating life transitions, or simply looking for a professional second opinion—we’re here to help.
What We Offer
Our flat fee Financial Planning Services are designed with flexibility and intention, meeting you where you are and growing with you over time.
We offer:
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Comprehensive Financial Planning: Covering retirement, investments, tax strategies, estate planning, and more—tailored to your unique situation.
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Business Financial Planning: For entrepreneurs, small business owners, and self-employed professionals, we deliver strategies focused on sustainable growth, risk management, tax efficiency, and succession planning.
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Specialized Planning by Life Stage & Profession: We have deep experience working with clients across diverse life paths, including:
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Professional Athletes and Student-Athletes, including Name, Image, and Likeness (NIL) planning, as well as emerging eSports athletes with tournament income, team sponsorships, or streaming revenue.
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No matter your stage, we’ll tailor your financial plan to fit your evolving needs.
Who Is This Service Best For
Our flat-fee Financial Planning Services are ideal for individuals who want professional guidance and a clear roadmap, but prefer to implement the recommendations on their own.
This can include:
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Individuals and families seeking clarity and strategic direction
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Individuals and families seeking estate planning coordination & facilitation
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Business owners balancing personal and business finances
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Educators are trying to navigate the complexities of having a pension, as well as know their options for retirement
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Athletes, entertainers, and influencers, including emerging eSports athletes with variable income streams, endorsement deals, and sudden wealth
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Student-athletes with new Name, Image, and Likeness (NIL) deals and sudden wealth
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Couples navigating shared financial goals
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Professionals facing equity compensation (ISOs, RSUs, etc), student loans, or early retirement planning
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Anyone ready to take control of their financial future with the support of a CERTIFIED FINANCIAL PLANNER® (CFP®) professional
If your situation requires ongoing plan monitoring and proactive updates as life changes occur, we encourage you to explore our flat-fee Ongoing Financial Planning, which is included at no additional cost as part of our Wealth Management Services.
What You Get
Every Financial Planning engagement with Wolfpack starts with a comprehensive, personalized roadmap designed to fit your life, business, and future goals.
Depending on your engagement level—whether Partial, Complete, Hourly, or part of Wealth Management—your plan may cover a variety of topics from the following areas:
Personal Financial Planning Topics
For individuals, couples, educators, student-athletes, young professionals, and families.
Business Financial Planning Topics
For small business owners, entrepreneurs, professional athletes, entertainers, social media influencers, eSports professionals, and others with business or self-employment income.
Your financial plan will integrate the topics most relevant to your life, business, and goals—without overwhelming you with unnecessary information.
If your circumstances change and you require ongoing updates and proactive monitoring, we’re here to support you through our Wealth Management Services, which include ongoing financial planning at no additional cost.
Financial Planning With a CFP® Professional
Flexible Engagement Options Designed Around You
We recognize that no two financial situations are the same. That’s why we offer multiple engagement levels:
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Wealth Management Services (Includes Ongoing Financial Planning + Flat-Fee Direct Investment Management Services): A long-term, proactive partnership with ongoing plan monitoring, regular updates, and personalized support—all included at no additional cost within our flat-fee Wealth Management relationship.
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Complete Financial Plan: A structured 12-month process covering all key areas of your financial life. Ideal for clients seeking comprehensive planning without ongoing management.
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Partial Financial Plan: Focused advice on 3–4 specific financial topics. Perfect for addressing targeted questions or making short-term decisions.
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Hourly Financial Planning: On-demand guidance for one-off questions, life transitions, strategy check-ins, or updates to previous financial plans—with scope and hours defined upfront.
Note: Flexible payment options are available for all planning levels. We can structure your payment monthly, quarterly, or in a way that fits your cash flow needs. We may also provide pro bono support.
Compare Your Financial Planning Options
We want to make it easy for you to find the planning level that fits your needs, goals, and budget. We follow a flat-fee financial planning model.
Wealth Management
Services
Ongoing Financial Planning & Flat-Fee Direct Investment Management
$3,600 to $15,000+ Annually
One-Time Onboarding Fee: $500
Our most comprehensive, ongoing planning relationship.
Includes flat-fee investment management (not AUM percentage-based), a complimentary ongoing financial plan, and continuous guidance as life evolves.
Includes:
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Ongoing financial planning & strategy updates
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Flat-fee investment management
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Estate planning coordination & facilitation*
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Integrated tax preparation support for eligible clients*
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Professional coordination across your financial life
*Tax preparation services may be included for eligible Wealth Management clients. Clients are under no obligation to use affiliated tax or estate-planning facilitation services. For complex situations, we will recommend engaging an external CPA and/or attorney.
Best for clients who want:
Long-term guidance, proactive coordination, and everything aligned in one place.
Your financial plan is included and evolves with you; it is not a one-time deliverable.
Complete
Financial Plan
$5,000 to $20,000+ One-Time
One-Time Onboarding Fee: $750
A comprehensive roadmap, built once.
Ideal for clients who want clarity, organization, and a complete financial plan they can implement independently.
This engagement delivers a full-scope financial plan, including estate planning coordination & facilitation, designed to provide clarity, structure, and direction — without ongoing monitoring or implementation support.
Includes:
A complimentary annual check-in to revisit goals and update assumptions
Best for clients who:
Want a structured plan and prefer to execute it independently after delivery.
Clients who want ongoing guidance and coordination typically choose our Wealth Management relationship.
Partial
Financial Plan
$900 to $3,600 One-Time
One-Time Onboarding Fee: $250
Focused planning around what matters most right now.
This flexible engagement allows you to focus planning around 3–4 specific financial topics, such as cash flow decisions, equity compensation, benefits analysis, or near-term goals.
It’s designed to provide clarity and direction without committing to a full financial plan.
Includes:
A complimentary annual check-in to ensure continued alignment
Best for clients who:
Want targeted advice, are early in their planning journey, or prefer a modular, step-by-step approach.
Clients who want ongoing guidance and coordination typically choose our Wealth Management relationship.
Hourly
Financial Plan
$400 Per Hour
High-level guidance, exactly when you need it.
Designed for clients who manage their finances independently but want professional insight, validation, or a second opinion during key decisions.
Scope and time are agreed upon in advance.
Includes:
A complimentary annual check-in to revisit goals and next steps
Clients who want ongoing guidance and coordination typically choose our Wealth Management relationship.
Next Steps
Ready to build your personalized financial plan with the support of a CERTIFIED FINANCIAL PLANNER® (CFP®) professional?
Here’s how to get started:
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Schedule your 60-minute complimentary Financial Assessment
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We’ll discuss your goals and recommend the best engagement level for your situation
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You’ll receive a clear scope of services and a customized proposal
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Once you’re ready, we’ll get to work building your personalized financial strategy