Financial Planning on Demand

Financial Planning On Demand – Packages

Navigating your financial goals or obligations can be difficult, especially when there’s a critical decision to be made.

Our packages model features our tried-and-true strategies for those that want planning, advice, and clarity without asset management services. Each package is designed to meet your specific, immediate needs that often surround big life decisions that require financial navigation.

You’ll receive personalized guidance and support throughout the process as well as further help via newsletters, emails, webinars, eMoney, and more. These packages can be used individually or combined with other packages and can transition to asset management, our subscription based model, or Guided Wealth Portfolios as needed.

Our Packages Offered

First Time or Second Home Purchase

We’ll help you work out your financing options and ownership arrangements while we work with you to organize your money and raise down payment funds in the most tax efficient way.

Retirement Planning

You’ll receive a full retirement planning review using the eMoney software. We’ll review planning scenarios and provide guidance on your retirement journey, stress testing your current plan and adjusting as needed.

Estate Analysis

Family comes first. We’ll determine ownership and the transfer of assets while reviewing wills and POAs and information regarding beneficiaries.

Pension Analysis

Review your payout options and a maximization analysis. We’ll review private pension options and examine cash flow needs with Social Security factored in.

College Planning

We’ll do a review on FAFSA and work with you to determine the best way and strategy to fund a college education. We’ll explore savings goals, calculations, and review 529 plans.