Planning Project
A Targeted Approach

 

"I just need help with this one thing."


Financial Planning Projects are intentionally limited - and therefore focused. They're designed to help you address those most pressing issues in a concise, actionable manner. 

After our analysis and recommendations are delivered, we're also available to help with implementation and answer follow-up questions.  

Some examples:

  • Employee Benefit Optimization

  • Retirement Projection

  • Student Loan Advising

  • College Funding

  • Cash Flow & Budgeting

  • Second Opinion for DIYers

 
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How do Projects work?

After you decide which Project is best for you, we’ll meet to discuss all the details of your unique situation. During this meeting, we’ll ask a lot of questions and gather relevant information. Next we'll do our analysis and begin building your plan. The result of our work will be a detailed assessment of where you are now, where you want to go, and the best way to get you there. You can expect jargon-free action items and the opportunity to ask as many questions as you'd like.

 

How much does it cost?

We offer three levels of Planning Projects. The price for a One-Time Comprehensive Financial Plan is $2,400. A Life Change project, which addresses two or three related issues, costs $1,200. If you only have questions about a single topic, our One Thing project costs $600. We’ll help you decide which project is best for you after the initial consultation.