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
For independently-minded people who need help designing a path to achieve their goals.
In-Depth
Plan
In-Depth
Plan
$600
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:
Educators
Healthcare Workers
Springfield Residents
Ask us if you qualify for a discount!
Have Questions?
