Comprehensive Financial Plan

$1,500.00

Our Comprehensive Financial Plan is a fully customized, in-depth financial strategy designed to align your financial life with your long-term goals. This service goes beyond budgeting and basic retirement projections; it provides a roadmap for wealth building, risk management, tax efficiency, and long-term financial security.

This offering is ideal for professionals, business owners, pre-retirees, retirees, and families seeking structured, strategic guidance and ongoing clarity.

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 general 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.