Personal Finical Planning Services
Personal Finical Planning Services
Personalized budgeting and finance planning for a goal oriented lifestyle. Lets plan your future.
FOUNDATION PLAN
Best for: Individuals who want clarity and organization
$249 – $399 (One-Time Setup)
then
$49/month ongoing support
Includes:
✔ Personal budget creation
✔ Expense analysis & spending review
✔ Debt inventory & payoff strategy
✔ Net worth statement
✔ Basic savings plan (emergency fund strategy)
✔ 60-minute strategy session
✔ Written action plan
GROWTH PLAN
Best for: Individuals & families ready to build wealth intentionally
$599 – $899 (One-Time Setup)
then
$125/month ongoing coaching
Includes everything in Foundation, PLUS:
✔ Customized debt elimination roadmap
✔ Savings automation plan
✔ Retirement goal planning (projection-based, non-investment advice)
✔ Insurance coverage review
✔ College savings planning
✔ Quarterly review sessions
✔ Cash flow optimization strategy
PREMIUM WEALTH STRATEGY PLAN
Best for: Higher-income individuals, property owners, or business owners
$1,200 – $2,000 Initial Planning
or
$250/month ongoing advisory
Includes everything in Growth, PLUS:
⭐ Advanced retirement scenario modeling
⭐ Real estate financial planning
⭐ Tax organization strategy (not tax filing)
⭐ Business owner cash flow strategy
⭐ Investment organization & allocation overview (non-securities advice unless licensed)
⭐ Annual comprehensive financial review
⭐ Priority access support