Basic Financial Plan

$250.00

A Basic Financial Plan provides a clear, practical roadmap to help you take control of your finances and move confidently toward your goals. This service is designed for individuals and families who want structured guidance without unnecessary complexity.

This is ideal for individuals or families looking to get control of their everyday finances and get on track financial.

What’s Included

1. Financial Snapshot & Goal Setting
We begin with a detailed review of your current financial picture, including income, expenses, assets, liabilities, and savings. Together, we clarify your short- and long-term goals—such as building an emergency fund, paying down debt, saving for a home, or preparing for retirement.

2. Cash Flow & Budget Review
We analyze your spending patterns and create a sustainable monthly plan designed to improve savings, reduce financial stress, and align your money with your priorities.

3. Debt Management Strategy
If applicable, you’ll receive a structured payoff strategy focused on reducing interest costs and accelerating progress toward financial freedom.

4. Savings & Emergency Fund Planning
We establish appropriate savings targets and recommend a step-by-step plan to build financial stability.

5. Investment & Retirement Overview
You’ll receive general guidance on retirement savings accounts (such as 401(k)s and IRAs) and asset allocation principles appropriate for your time horizon and risk tolerance.

6. Action Plan & Written Summary
You’ll receive a concise written financial plan outlining specific recommendations and next steps, so you leave with clarity and confidence.