Family at a Beach

Financial Planning

 

Independent Advice from a Local Fiduciary

Which plan is right for you?

What's Included

Goal Exploration

Financial Wellness Check

Risk Analysis

Investment Profile

Basic Portfolio Review

Basic Retirement Plan

Goal-Oriented Action Plan

Basic Support for Plan Implementation

Spending & Habit Analysis

Life Event Budgeting

Detailed Investment Guidance

Advanced Retirement Plan

Benefit Package Review

Basic Estate Planning

Insurance Profile

Credit Plan

Debt Plan

Monthly Check-in Meetings

Personalized Financial Education Course with Online Access

Business Transition Plan Guidance

Jump-Start

Plan

Jump-Start

Plan

$300

Financial planning and financial advising in Springfield, Eugene, and Lane County. The Jump-Start plan is for independently-minded people who need help in designing a path to reach their financial goals.
Financial planning and financial advising in Springfield, Eugene, and Lane County. The Jump-Start plan is for independently-minded people who need help in designing a path to reach their financial goals.

For independently-minded people who need help designing a path to achieve their goals.

Financial

Training

Financial

Training

$50/month*

For people who want more frequent direction, like a personal trainer.

Small Business Package

Small Business Package

$600

For small business owners who are ready to streamline their finances at home and at work.

*Financial Training: $50 per month for 1-year Financial Training Package

A Flexible Planning Approach

Plan Packages

A flat fee for one of our 4 packages.

By The Hour

$150/hr. Pay as you go for dedicated financial advice

By the Service

$100 per service

We have biases... we offer special discounts to:

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Educators

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Healthcare Workers

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Springfield Residents

Ask us if you qualify for a discount!

Have Questions?
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T. Mann Financial
1840 5th St. Springfield, OR 97477.  

(O) 541-583-0093

todd@tmannfinancial.com

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