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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 Financial 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
Our flexible fees make it accessible for you to fit your unique needs.
NOTE: In some cases, the fees may be negotiable, and we may also provide a flexible payment structure.
Ongoing
Financial Plan
Available Under
Wealth Management Services
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We work together one-on-one
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We develop a financial plan and assist with implementing your plan
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We work together on an ongoing basis 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
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We monitor the plan and make updates accordingly
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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We provide a "One Sheeter Summary" with our recommendations and action items
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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 whose current financial situation does not need a complete financial plan
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We 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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We provide a "One Sheeter Summary" with our recommendations and action items
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Experienced help on demand
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Suitable for Do It Yourself (DIY) individuals
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We can do DIY reviews & research
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Flexibility
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Entry-level financial planning
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Pay for what you need
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Access to a wealth advisor to ask more personalized 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 provide you with the number of hours before starting any work
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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 Financial Assessment.
For Hourly Financial Plan: Depending on what information is provided in this complimentary assessment, we may provide you with an estimated amount of hours, but this estimate may change, see step 2).
Step 2:
Complete The Financial Planning Questionnaire
You will fill out the Financial Planning 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 require details such as but not limited to:
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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
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Any pertinent information
The more information you provide, the better to tailor your personalized financial plan.
For Hourly Financial Plan: After completing the Financial Planning Questionnaire, we will provide the number of hours needed for the work on your personalized financial plan.
Step 3:
Sign The Financial Planning Agreement
You will sign the Financial Planning Agreement allowing us to begin working on your personalized financial plan.
Step 4:
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.
We use the information from the Financial Planning Questionnaire as it 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.
Step 5:
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 6:
Delivery & Implementation of Financial Plan
We will provide recommendations for your financial situation by delivering to you your customized financial plan.
We provide a "One Sheeter Summary" with our recommendations and action items
Step 7:
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!