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Financial Planning
Cutting-Edge Independent Advice from a Fiduciary
Step 1: Choose A Flexible Planning Approach
Three options to fit where you are at in life.
By The Hour
A dedicated financial planner for a monthly fee with
Step 2: Identify Your Discounts
These special stackable 5% discounts carry forward as long as you are with us.
Family of Current T. Mann Financial Clients
T. Mann Financial
Wealth Management Clients
Co-worker or employee of
T. Mann Financial Clients
T. Mann Financial
Insurance Clients
Small Business Owners
Step 3: Book your Initial Consultation
1-Time Analysis Packages
Build a plan that is right for you?
Jump Start Plan
Great for people with straightforward financials who are looking to accelerate their path towards their goals.
Includes 5 Planning Selections
$450
Broad Plan
Great for people going through a life transition who are ready to start prioritizing their future.
Includes 10 Planning Selections
$850
Comprehensive Plan
Great for people with complex financial situations that require
holistic solutions.
Includes 15 Planning Selections
$1250
Planning Selections
During our initial consultation we will help you with planning selections.
All plans will sent to you via pdf following our conversations together.
Financial Stability & Flexibility
Financial Wellness Check
Account Choice Optimization
Investment Portfolio Review
Tax Strategizing
Asset, Income, and Legacy Protection
Financial Risk Analysis
Basic Estate Plan
Portfolio Shock Tests
Investment & Retirement Planning
Creating a Personal Investment Statement
Retirement Timing Plan
Retirement Withdrawal Plan
Optimizing Your Future
Review of ROI
on your Time
Specific Life Event Plan
Physical or Mental Health Prioritization Plan
Building Better Financial Habits
Spending Review
Debt Plan
Credit Plan
Savings Strategy Plan
Increasing Your Income
Career Exploration Plan
Side-Hustle Plan
Employment Package Comparisons
Benefits Selection Assistance
Professionalizing Your Business
New Business Plan
Benefit Package Design
Basic Business Valuation
Business Streamlining and Liability Reduction Plan
Year-Round Clients
Choose a level that fits you!
All plans require a 1-year commitment
Bronze
$45/m
Included:
-
Initial Jumpstart Plan
-
Annual Plan Review After Year 1(2hr)
-
Support for Plan Implementation
-
Annual Regular Meeting (1hr.)
-
Year-round Financial Emergency Support.
Silver
$85/M
Included:
-
Initial Broad Plan
-
Annual Plan Review After Year 1(2hr)
-
Support for Plan Implementation
-
Semi-Annual Regular Meetings (1hr.)
-
Year-round Financial Emergency Support.
Gold
$125/M
Included:
-
Initial Comprehensive Plan
-
Annual Plan Review After Year 1(2hr)
-
Support for Plan Implementation
-
Quarterly Regular Meetings (1hr.)
-
Year-round financial emergency support.