One-Time Planning Options

One-Time planning offers access to professional advice by a CFP® without committing to an ongoing relationship. Ideal for clients who are more ‘Do-It-Yourselfers’ but want to have a financial professional to bounce ideas off or do more complex planning on an as-needed basis.

See Services & Fees

One-Time Retirement Plan

Ideal For:

Clients who want a retirement plan developed by a CFP and then desire to implement the plan themselves.

Overview:

Provides analysis of your current finances and advice for achieving your retirement goals. Includes portfolio recommendation, required savings rate, Social Security projections, retirement tax projections, statistical modeling, plan stress testing, and more.

Includes 2 meetings, analysis, and a written report.

Ask-a-CFP® Session

Ideal For:

Clients who just want to review their plan with or bounce ideas off a Certified Financial Planner® for an hour.

Overview:

Schedule an hour with a CFP® to discuss anything you would like. We’ll review your information and answer your question with no sales agenda.

Schedule a Session

Hourly Planning

Ideal For:

Clients who have a specific financial planning need with a limited scope.

Overview:

Financial planning and advising on an hourly basis.