Financial Planning Packages
Designed to provide fiduciary unbiased financial advice when it matters most. These limited scope financial planning engagements were created to help people navigate the financial aspect of specific life events. Comprehensive financial planning can sometimes be more than what you need, so we created these engagements to introduce you to the value of working with a financial planner.
Newlyweds
Our financial planning package for newlyweds covers a number of topics related to the marriage of two individuals. Aside from helping you figure out how you are going to pay for the big party, we help newlyweds or soon to be wed couples open up about money. Over the course of 2 weeks, we will cover best practices around communication, merging household income and expenses, managing debt, proper use of credit cards, and establishing goals individually and together.
Home Buyers
The home buying financial planning package will help you determine how much house you WANT to afford. Your pre-approval letter from your lender doesn’t consider your lifestyle, financial goals, or ancillary expenses. This abbreviated financial plan will give you a holistic view of your assets, liabilities, and cash flow to help determine what kind of budget makes sense for a new home while considering your lifestyle, hobbies, and goals that are important to you.
Newlywed Planning Package
$500
Pre-Meeting Workbook
1 Hour Discovery Meeting with a CFP®
1 Hour Recommendation Meeting with a CFP®
1 Page Plan for you and your partner
One time fee
Home Buyer Planning Package
$500
Pre-Meeting Workbook
1 Hour Discovery Meeting with a CFP®
1 Hour Recommendation Meeting with a CFP®
All-Pro Pre-Approval Letter
One time fee
Want to talk to us before you commit?