One-Day Financial Plan
A Streamlined Approach Personalized for Action
Is This the Right Path for You?
The One-Day Financial Plan is designed for individuals and families who need professional financial guidance but may not have the complexity to justify the cost of a full comprehensive planning engagement.
4
Steps to Your Plan
This simplified approach provides trustworthy insights, personalized recommendations, and a clear action plan—all in a single day, without the long-term commitment or higher fees of traditional financial planning.
1
One-Hour Phone Consultation
During this initial discussion, we’ll listen to what’s most important to you. Our conversation will include:
Financial goals and objectives
Pain points or concerns related to money
Mindset and relationship with money
2
Data Gathering
After our call, we’ll request key financial documents for conducting a thorough due diligence process. This may include:
Investment, mortgage, and debt statements
Tax returns, pay stubs, and budget information
Insurance and estate documents
3
2–3 Hour Planning Meeting
During this time together, we’ll analyze all the documents provided. Our discussion will focus on:
Cash Flow and Debt Management
Insurance and Estate Planning
Investment Management
Tax Analysis
4
Follow-Up and Deliverables
After the planning meeting, we’ll send a complete report containing:
Cash flow statement
Net worth statement
Summary of overall observations
Action items, categorized by the topics covered in our planning meeting.
Frequently Asked Questions
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The engagement concludes when the follow-up email is sent. If you have additional questions or need ongoing financial counsel, we offer:
Up to two additional one-hour meetings within a year for $200 per session
Ongoing financial planning at a fixed fee
Investment management
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The total cost for this engagement is $1,200. The payment schedule is:
$600 due after the initial phone call
$600 due after the planning meeting