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If you are mostly comfortable managing your money but want to make sure you're seeing the whole picture, One-Time Financial Plan is a perfect fit. We'll focus on your top 2-3 most pressing questions or concerns, as well as examining your overall financial health to identify potential blindspots and overlooked risks.

A typical One-Time Financial Plan engagement takes 2-3 months from start to finish. We'll start by identifying & clarifying the most important issues for your quality of life so that any advice lines up with your best vision of your future. Your most important financial information will be collected in one place so we can quickly see which things are going well, which areas need attention, and identify the types of conversations you should be having to build financial stability and security.
financial plan


We'll help you...
  • Build a sustainable cash flow system (even with irregular income)
  • Organize your accounts to save & invest smarter
  • Align spending with values & goals

The Price – One-Time Financial Plans are billed at a flat rate of $3,000, with one half ($1,500) due upfront and the other half ($1,500) is due upon the delivery of your plan (or 90 days, whichever is sooner).


Click the button below schedule an intro call or video meeting. We look forward to speaking with you soon!

  • Better understand your income tax
  • Create a Savings & Investment plan
  • Review risks & insurance coverage
  • Review (or create) your estate plan
  • Reduce stress around money!
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