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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 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 NIL planning and contract advice) this also includes emerging eSports athletes with tournament income, team sponsorships, or streaming revenue
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Educators (403(b), pension, and student loan planning)
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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 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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Business owners balancing personal and business finances
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Athletes, entertainers, and influencers with variable income streams
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Couples navigating shared financial goals
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Professionals facing equity compensation, 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 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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Ongoing Financial Planning (Included with Wealth 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, or strategy check-ins—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.
Ongoing
Financial Plan
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Duration: A long-term partnership that adapts as your life evolves. Check-ins occur at a pace you’re comfortable with, whether that’s quarterly, annually, or when big life decisions arise.
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Personalized Guidance: Work closely with a fiduciary financial advisor who serves as your strategic partner, helping you design and implement a plan tailored to your goals.
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Ongoing Support: Your financial strategy is continuously refined based on life changes, new opportunities, or evolving priorities.
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Strategic Recommendations: Get proactive insights and clear next steps to navigate decisions confidently and stay aligned with your vision.
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Customized Service Calendar: Thoughtfully planned touchpoints throughout the year ensure your financial life receives consistent care and attention.
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Plan Monitoring & Updates: Your advisor monitors your plan regularly and suggests adjustments when needed, always keeping you on track.
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This financial plan is provided at no additional cost as part of your Wealth Management relationship, because personalized planning should be a core feature, not an add-on.
Complete
Financial Plan
$2,500 to $7,500
50% due at the start of the engagement.
Payment flexibility available based on your needs.
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Duration: A structured 12-month (1-year) process designed to bring clarity, organization, and forward momentum to your financial life, flexible based on your unique needs and complexity.
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Comprehensive Planning: Collaborate with a fiduciary financial advisor to develop a full-scope strategy covering key areas of your financial picture.
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Personalized Roadmap: You'll receive a clear summary of tailored recommendations and action steps, designed to guide you confidently.
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Independent Execution: This option is ideal for those who prefer to implement the plan themselves, with professional insight as a foundation.
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Great for Advice Seekers: Ideal for clients looking for valuable advice without needing ongoing management.
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Strategic Check-In: Includes a complimentary annual review to revisit your goals, update your strategy, and make adjustments.
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Outcome-Focused: Created for those clients ready to take the next step toward clarity, control, and long-term peace of mind.
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For any updates or additional assistance after financial plan delivery, see Hourly Financial Plan.
Partial
Financial Plan
$750 to $1,500
50% is due at the beginning.
Flexible arrangements available where needed.
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Duration: A focused engagement spanning a few weeks to a few months, depending on the complexity and number of financial topics covered.
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Tailored Insight: Work with a fiduciary financial advisor to address 3–4 specific areas of your financial life that need clarity or direction.
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Simplified Strategy: You’ll receive a clear summary with actionable recommendations designed to help you move forward with confidence.
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Flexible Fit: A great option for those seeking advice without needing a full financial plan or ongoing support.
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Annual Check-In: Includes a complimentary yearly review to ensure your strategy stays aligned with your evolving goals.
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Topical Focus: Great for tackling specific financial questions.
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Buildable Foundation: Can easily evolve into a more comprehensive plan in the future, if your needs expand.
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For any updates or additional assistance after financial plan delivery, see Hourly Financial Plan.
Hourly
Financial Plan
$300 Per Hour
Hours are agreed upon in advance.
Flexible terms available, if needed.
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Duration: Typically completed within a few days to a few weeks, depending on the complexity of your needs.
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Flexible Engagement: Designed for those who want timely insight on specific questions, life transitions, or DIY second opinions, without a full planning commitment.
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Professional Guidance: Partner with a fiduciary financial advisor for knowledgeable input that brings clarity and confidence to your decision-making.
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Tailored Solutions: Ideal for individuals who enjoy managing their finances but want validation, strategy, or support along the way.
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Annual Check-In: Includes a complimentary yearly review to revisit your goals and ensure your financial direction remains aligned.
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Precision When It Matters: Get focused help exactly when you need it, no more, no less.
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Pre-Defined Scope: The time required is agreed upon upfront, so you’ll know exactly what the engagement will cover.
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Ideal for Quick Guidance: Perfect for one-off questions, sudden decisions, or revisiting a past plan with a fresh perspective.
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