STAND ALONE FINANCIAL PLAN
We'll work together over the course of 3 meetings to organize your finances and set you on the right track for success.
If you are looking for a one time plan and prefer to implement the strategy yourself, this is a great option. The process will take place over the course of 3 meetings, either in person or virtually.
We start by understanding your current financial life.
Then, we'll organize your finances and together build a snapshot that illuminates for you how you’re doing now.
Next, we start making plans for the future. What do you want out of your life? For yourself? Or for your family? How about for your community?
Once we know your overall goals (where you want to go), we prioritize your goals and design specific strategies to make progress towards your better future.
Includes investment allocation advice, tax planning strategies, cash flow and savings strategies, and retirement projections.
The plan will serve as your road map going forward as you implement the strategies we designed together.
$2,000 - $3,000 based on complexity (1/2 due upfront, 1/2 due at third meeting)