One Time Plan

What Is The One Time Plan?

A flat-fee financial plan built around your life, not a template. We'll dig into your portfolio, cash flow, retirement outlook, insurance needs, and estate plan basics, then hand you a clear roadmap for where you're headed. No commissions. No ongoing obligations. Just a plan, delivered in a walkthrough call, with 60 days of support as you put it into action.

Best for: People who want an expert second opinion and a concrete plan to run with on their own.

How It Works

Apply for the One-Time Plan

Start with a short questionnaire about you, who you are, what's going on financially, and why building a plan matters to you right now. It's a quick way for us to get to know you before we dive in.

1

Build your financial planning profile

Once you're approved, we'll send you a link to set up your Client Profile inside RightCapital, our planning software. You'll walk through the onboarding steps and upload the info we need, all from your own dashboard.

2

We review your information prior to our meeting

Once your profile is complete and all your tasks are checked off, our team reviews everything and gets to work building your plan. We must have the full documents and information needed to create your plan.

3

We meet for 90 minutes to identify your values & goals

This is where it all comes together. To ensure this happens, we have a Design Meeting over Zoom to review the information you put in, review your most pressing questions, and create clarity on a path forward.

4

You have access to us for 60 days following the delivery of the plan to ask questions.

Your plan comes with clear next steps, but questions come up. You'll have 60 days of direct email access to us after delivery, so you're never stuck figuring it out alone.

5

Your plan is delivered to you within the next two weeks

Following the Design Meeting, we’ll tie up the loose ends and walk through the financial plan topic-by-topic via video call. This will provide context and clarity around the best next steps for your financial life.

6

Apply Now

Frequently Asked Questions

  • Not at all! We work with clients in two key ways: flat-fee financial planning and wealth management. Whether you're looking for a one-time financial plan, ongoing support, or comprehensive wealth management, Priority Wealth Partners has you covered.

  • Absolutely! While we're based in Columbus, Ohio, distance is never a barrier, we meet with clients virtually via Zoom, making it easy to get expert financial guidance no matter where you're located.

  • Yes! We offer both hourly and one-time project-based financial planning for clients who need targeted guidance without a long-term commitment. Not sure which option is right for you? Schedule a free consultation with Daniel and we'll find the best fit for your situation.

  • Our team believes in staying connected with his clients. Meeting frequency depends on your service agreement, but you'll never feel like you're in the dark, regular check-ins and open communication are a core part of how we work.

  • Life doesn't stay still, and your financial plan shouldn't either. Our team regularly reviews and adjusts your plan as your circumstances evolve, whether that's selling a business, nearing retirement, or navigating an unexpected change.

  • No! All you pay is the flat $3,000 rate.

  • You will have access to RightCapital as long as you want. However, you will only receive support on that plan for 60 days.

  • Once your 60-day plan is delivered, you may want ongoing support to keep it on track. That's where our Ongoing Planning service comes in, built for those who want a long-term relationship with a dedicated advisor guiding their financial decisions as life changes.

  • Should you choose to continue working with Priority Wealth Partners beyond your one-time plan, we'll credit that fee toward the ongoing service you select. See Ongoing Plan or Wealth Management for more information.