Financial Planning Services

One-Time Comprehensive Plan

You may prefer to delegate, you may be a do it yourself type person,  you may be in between......  One thing we know, it's that you want a sure path, a clear understanding of your financial picture.  Let us do the heavy lifting, so you can worry about what's most important to you.  We map out the plan, lay the foundation, then put the plan in motion. 

*Individual $2000 *Couple $3000 *Nearing Retirement $4000

One Time Financial Plan Details

Get Organized Discovery Meeting (60-90 minutes).  Tell us the problems you may be facing, your wants, and needs. Then we will look to capitalize on opportunities within your financial picture. (1/2 of the financial planning fee is due at this time if you wish to proceed.)

Strategy/Implementation Meeting (60-90 minutes).  This is where we work together to put a plan in place, set up your financial planning portal, and get things moving. (The remaining 1/2 payment is due at this time)

Final Touches Check In Meeting (30-60 minutes).  This is an important check in! We can't sleep unless we know you are comfortable! We make sure to answer any remaining questions, concerns, or your requests for changes needed.

We will check in every quarter for the next 12 months, as we want this plan to change your life!