Financial Planning
Independent Advice from Springfield & Eugene Fiduciaries
Choose A Flexible Planning Approach
By The Hour
Annual Retainer
$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 Residents
Volunteer Civil Servants
T. Mann Financial
Wealth Management Clients
Educators
T. Mann Financial
Health Insurance Clients
T. Mann Financial
Life/DI/LTC Insurance Clients
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
For independently-minded people who need help designing a path to achieve their goals.
In-Depth
Plan
In-Depth
Plan
$900
Financial
Training
Financial
Training
$90/month*
For people who want more frequent direction, like a personal trainer.
Small Business Package
Small Business Package
$900
For small business owners who are ready to streamline their finances at home and at work.
*Financial Training: $90 per month for 1-year Financial Training Package
Financial Planning Packages
Which customizable plan is right for you?