"A goal without a plan is just a wish."  -Antoine de Saint-Exupéry


THE ONE-TIME FINANCIAL PLAN


Maybe you don't need ongoing advice, but you do need answers to your questions and a big picture understanding of your finances. 

With a one-time financial plan, we collaborate to build a roadmap, design a strategy, and provide recommendations to help you meet your goals.

STEP 1:  DISCOVERY

First, we review your current status, learning more about your perspective and the direction you have in mind. Through conversation, we identify your objectives and begin designing clear, organized path forward.  

STEP 2: STRATEGY

An interactive session allows us to explore potential strategies together and get your feedback.

STEP 3:  DELIVERY

We translate your goals, priorities, and feedback into a financial plan. We review the plan together and give you specific directions for moving forward with a prioritized list of clear, actionable recommendations. 

You also have 30-days of follow-up access via phone or email to get answers to any questions relating to the scope of the plan and implementation of recommended actions.


What does a financial plan look like?

We communicate your plan and recommendations with clear, concise information in a digestible format that inspires you to take action. 

Your financial plan includes a one page snapshot, a prioritized check list of specific recommendations, and a detailed discussion of your overall roadmap and topic-specific analysis. (i.e., What is the recommendation? Why? How do you implement it?)

Supplemental data regarding our projections and investments utilize easy-to-read charts, infographics, or spreadsheets as needed. In our presentation, we seek to convey important data clearly.

FEES FOR ONE-TIME FINANCIAL PLANS

Fees for one-time plans range from $850 to $4,500*


*Your quote will be provided before you sign anything.

Interested in a One-Time Financial Plan? Here's the next step.

Click below to schedule an introductory meeting.