Financial Planning Services

Quick Start Financial Planning Program

(offers specific help in a concentrated area)

  • Includes your choice of one of the following:

    • Investment Analysis: We offer a thorough investment review and holdings analysis for any of your personal investment accounts. Additionally, you may request the same service for your current employer-provided IRA, 401k, 403B, or other similar plans at no additional charge. Our team will assess your account or current plan, provide our expert insights, and then present you with a full analysis along with our recommendations.

    • One Planning Topic: Analysis, review, recommendations, and action steps will be provided for one specific financial planning topic. After 90 days, we will check in to see how you are doing, but it is your responsibility to take action for yourself and your family. Examples would be Life Insurance selection, cash flow solving, budgeting, 529 Plan solving, and Business advice. etc.

What To Expect

  • Discovery Meeting: During the 60-90 minute Discovery Meeting, we will get organized and start creating a plan.

  • Implementation Meeting: During the implementation meeting, we will finalize the plan, make any necessary changes, and ensure your satisfaction.

  • Ninety-Day Check-in: We will provide unlimited phone and email support during the 90-day period, after which we will check in to assess progress.

  • This standalone service costs $1,200.00.

  • Half of the payment ($600.00) is due before the project begins, and the remaining balance is due after the implementation meeting.

Within a 12-month period, if you work with us on an ongoing basis, we will waive the $500 start-up fee towards our Personal CFO program.