Create an Online Plan

We offer custom made financial planning services for each of the following analysis. The cost per analysis ranges from $150 to $400 based on the complexity of your situation.

We will contact you within two to three business day to confirm that your questionnaire was received and has been reviewed. If any additionally information is needed it will be stated in the initial email. After all requested documents have been received a meeting will be set up for personal consultation in regards to the analysis and cost. Payment is expected in full before the client can receive their personalized plan.

 Cash Management ( Budget) Analysis: Fee Starts at $150
  • Learn proper budgeting skills and ways to spend less.
  • Effectively plan your cash flow to reach your financial goals.
  • Plan for changes to your income such as maternity leave or retirement.
Debt Reduction Strategy: Fee Starts at $150
  • Determine a debt repayment schedule and how to restructure debt.
  • Learn ways to improve credit score and importance of “good” credit.
  • Create a budget to include a three and six month emergency fund.
Retirement Planning: Fee Starts at $200
  • Determine the retirement income needed to maintain current lifestyle.
  • Establish a saving fund needed to meet goals.
  • Review inflation, taxation, rate of return and other factors that affect funds.
Investment Analysis: fee starting at $250
  • Determine the most appropriate asset allocation for your objectives.
  • Learn how to structure your investments effectively.
  • Reduce taxes on your investment income.
  • Learn about allocation for the current economic landscape.

Comprehensive Financial Plan: fee starting at $400

  • Cash Flow Management – Realize where your money comes from and goes towards.
  • Risk Management – Evaluating your risks exposure in regards to insurance needs.
  • Education Planning – Establishment of 529 plans.
  • Investment Planning – Evaluating your current portfolio, strategies and areas to explore.
  • Retirement Planning – Assisting with pre-retirement decisions and accounts.
  • Estate Planning – Creation on Probate documents.

We must have received all of your documents and full payment before starting your personal analysis.