Financial Planning Basic’s

Basic financial planning is designed for those who have never really taken the time to make sense of their financial situation. Learn how to help increase your income set reasonable savings goals and organize your spending so that you are on the financial fast track.

Is this right for you?

This level of service is geared toward those who are completely new to financial planning. This is a great introduction to help you identify your financial goals, as well as make sure the financial decisions you make today are in line with your long-term plans.

What’s included?

2-hour meeting (in-person or via Skype) designed to help us both understand where you’re at today, as well as where you’d like to be.

A comprehensive and objective look at your current financial systems and products. We’ll evaluate everything, from your health care plan to your credit cards to your bank account and more.
Guidance in breaking down your financial priorities, as well as identifying solutions for the highest priority issues right now.

Help creating a personalized spending and saving plan that you can actually stick to.
Detailed Financial To-Do List summarizing the most pressing topics we discuss during our meeting.
Upkeep Sessions: Future financial planning needs can be addressed on an hourly basis, or you can always upgrade to Financial Planning + Coaching when you’re ready.

What’s not included?

This session is designed to help you get on the right track with your finances, however it does not include any follow-up to make sure you stick to your plan. If you think you’d benefit from extra accountability, check out my Financial Planning + Coaching package.
How much does it cost?

The cost for a financial plan is $1,000 to $5,000.

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