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Foundation Plan
Net Worth Analysis: Complete snapshot of assets, liabilities, and overall financial positionCash Flow Optimization: Income and expense review to maximize savings and reduce wasteDebt Elimination Strategy: Prioritized payoff plans, refinancing analysis, and consolidation optionsEmergency Fund Planning: Liquidity targets and account structuring for unexpected eventsRetirement Projections Monte Carlo simulations and scenario modeling for retirement readinessEducation Funding: 529 plans, custodial accounts, and savings strategies for college costsInsurance Review Gap analysis for life, disability, health, and property coverageEstate Planning Coordination: Trust, will, and beneficiary review with your attorneyTax Efficiency Review Strategies to minimize lifetime tax burdenAnnual Plan Updates: Full review and revision at least once per year
Choose your price
$ 5,000.00 USD
Two-week deep dive into your financials and operations. Delivered as a written report with prioritized recommendations.
Frequently Asked Questions
How is this different from robo-advisors or DIY planning tools?
Software can calculate, but it can't understand your fears, dreams, and family dynamics. Our planners bring human judgment, accountability, and adaptability that algorithms simply cannot match.
Do I need to have a lot of money to benefit from financial planning?
Absolutely not. The earlier you start, the more powerful planning becomes. We have plans for every stage and budget.
Will you manage my investments too?
Investment management is a separate service, but your financial plan will include investment recommendations. Many clients choose both for seamless execution.
How often will we meet?
Typically quarterly for the first year, then semi-annually or annually depending on your plan tier and life changes.
What if my goals change?
That's expected. Your plan is a living document. We revise it whenever your circumstances shift — new job, new baby, inheritance, or market volatility.
