Financial Planning

Our holistic financial planning services help you achieve your short and long-term financial goals. We create personalized plans that address all aspects of your financial life.

Comprehensive Financial Planning

A complete financial roadmap covering all aspects of your financial life.

What's included:

Cash flow analysis and budgeting
Debt management strategies
Emergency fund planning
Goal-based savings strategies

Pricing:

$2,500 - $5,000 for initial plan, $200 - $400 monthly retainer

Goal-Based Planning

Focused financial planning for specific life goals such as buying a home or starting a business.

What's included:

Goal prioritization
Savings strategy development
Timeline creation
Progress monitoring

Pricing:

$1,000 - $2,500 per goal-specific plan

Financial Check-Up

A comprehensive review of your current financial situation with actionable recommendations.

What's included:

Financial health assessment
Identification of strengths and weaknesses
Prioritized action items
Resource recommendations

Pricing:

$750 - $1,500 for a one-time assessment

Cash Flow Management

Strategies to optimize your income, expenses, and savings to achieve your financial goals.

What's included:

Income optimization
Expense analysis and reduction
Automated savings strategies
Debt reduction planning

Pricing:

$1,000 - $2,000 for initial plan

Financial Independence Planning

A roadmap to achieve financial independence and potentially retire early.

What's included:

Financial independence calculation
Savings rate optimization
Investment strategy development
Lifestyle planning

Pricing:

$2,000 - $4,000 for initial plan

Life Transition Planning

Financial guidance during major life transitions such as marriage, divorce, or career change.

What's included:

Transition impact analysis
Financial adjustment strategies
New goal setting
Action plan development

Pricing:

$1,500 - $3,000 depending on complexity

Our Financial Planning Process

We follow a structured, collaborative process to create and implement your financial plan.

Initial Consultation

We discuss your current financial situation, goals, and concerns.

Data Gathering

We collect detailed information about your finances, including assets, liabilities, income, and expenses.

Analysis

We analyze your financial data to identify strengths, weaknesses, opportunities, and threats.

Plan Development

We create a comprehensive financial plan with specific recommendations and action steps.

Implementation

We help you implement the plan and provide ongoing support and adjustments as needed.

Ready to Create Your Financial Plan?

Schedule a complimentary consultation with one of our financial planners to discuss your unique needs and goals.