Your Financial Future Begins Today

Transform your financial journey with our unique One-Day Planning Experience. Get clarity, direction, and confidence about your financial future at a budget-friendly cost.

Are You Ready to Make Meaningful Progress?

If you've been waiting for the “right time” to tackle your financial future—this is it.

Our One-Day Planning Experience is ideal for high-achieving professionals and families who want experienced guidance without a long-term commitment.

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 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 review all the documents provided.* Our discussion will focus on:

  • Cash Flow and Debt Management

  • Insurance and Estate Planning

  • Investment Management

  • Tax Review

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.

*The services provided are not intended to be a substitute for legal and/or tax advice.  Clients should obtain legal and tax advice from a qualified tax professional or attorney. 

Frequently Asked Questions

  • 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

  • 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