We provide comprehensive, flat-fee financial planning services designed to help you gain clarity and control over your financial future. Choose the plan that best fits your needs:

Retirement Readiness Review

Fee: $1,500

Are you on track for retirement? Get a detailed analysis of your current savings, projected income, and expenses to see if you’re prepared for the retirement lifestyle you envision. We’ll provide actionable recommendations to help you optimize your savings, Social Security strategy, and investment approach to secure your future.

Includes:

• Personalized retirement savings assessment

• Social Security and pension income strategy

• Estimated retirement income vs. expenses analysis

• Recommendations to close any gaps and maximize savings

Investment Portfolio Analysis

Fee: $1,000

Maximize your investment potential. Our expert analysis will evaluate your current investment portfolio, assessing risk, diversification, and growth potential. We’ll provide strategic recommendations to help align your portfolio with your long-term financial goals.

Includes:

• Portfolio risk and allocation assessment

• Diversification and performance evaluation

• Tailored recommendations for improvement

Tax Efficiency Assessment

Fee: $1,200

Keep more of what you earn. Our tax optimization review helps you identify opportunities to reduce your tax burden while staying compliant. We analyze your income, deductions, and tax strategies to ensure you’re making the most of every opportunity available to you.

Includes:

• Income and deductions review

• Tax-saving strategies based on your situation

• Insights into tax-efficient investing and withdrawals

Comprehensive Financial Health Checkup

Fee: $2,500

A 360-degree financial checkup. This deep-dive analysis provides a complete evaluation of your financial health, covering everything from budgeting and debt management to retirement, investments, and insurance. It’s the perfect solution for those looking for a full financial plan without long-term commitments.

Includes:

• Budgeting and cash flow assessment

• Debt review and repayment strategy

• Retirement and investment analysis

• Insurance and estate planning recommendations

Why Choose Our One-Time Financial Plans?

✔ Expert Guidance: Work with experienced financial professionals who provide actionable insights.
✔ Flat-Fee Pricing: Transparent costs with no hidden fees or ongoing commitments.
✔ Custom-Tailored Strategies: Each plan is personalized to fit your specific financial situation.
✔ No Pressure: Get the guidance you need without being locked into ongoing services.

Ready to take charge of your finances? Book your financial planning session today and gain the clarity you deserve.