Family at a Beach

Financial Planning

 

Independent Advice from Springfield & Eugene Fiduciaries

Choose A Flexible Planning Approach

By the hour advising
Adviser on Retainer

By The Hour

Annual Retainer

A flat-fee for one of

our 4 customizable

Planning Packages.

$200 per hour pay-as-you-go 

fiduciary financial advice

A dedicated financial planner for an up-front quarterly fee

Discounts

Beginning in January 2022 we will be offering special stackable 5% discounts to:

Springfield Oregon Residents

Springfield Residents

Wealth Management Clients
Community Volunteers

Volunteer Civil Servants

T. Mann Financial

Wealth Management Clients

Eugene Springfield Educators
Health Insurance Clients
LTC Insurance

Educators

T. Mann Financial

Health Insurance Clients

T. Mann Financial

Life/DI/LTC Insurance Clients

Small Business Owner
Referral Discounts

Small Business Owners

Special or Seasonal Discount

Ask us if you qualify for a discount!

What May Be Included

Goal Exploration

Financial Wellness Check

Risk Analysis

Investment Statement

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

$450

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.
Basic finanical plan

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

In-Depth

Plan

In-Depth

Plan

$900

For people with complex financial situations that require holistic solutions.

Financial

Training

Financial

Training

$90/month*

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

Financial Training

Small Business Package

Small Business Package

$900

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

Business Plan

*Financial Training: $90 per month for 1-year Financial Training Package

Financial Planning Packages

 

Which customizable plan is right for you?