One Time Plan
A flat-fee financial plan covering your portfolio, cash flow, retirement outlook, insurance needs, and estate plan basics.
No commissions. No ongoing obligations. Just a clear roadmap for where you're headed. 60-day commitment.
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You have access to us for 30 days following the delivery of the plan to ask questions.
Your plan will have all the action steps you need to make progress toward your financial goals. Still, sometimes it helps to get your questions answered on how to move the ball forward. You maintain access to us for 30 days following the delivery of the plan to get the answers you need via email.
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How It Works
Apply for the one-time planning service
You will fill out a quick questionnaire to answer some questions about yourself and why you want to create a financial plan. We’d love to know a little about you before we get started, and this will get the ball rolling on getting to know you.
Create a financial planning profile
Once your application is accepted, you will receive an email with a link to create your Client Profile in our financial planning software, RightCapital. You will go through the onboarding process to put all your relevant information into the software and complete the tasks to upload additional information in your planning Dashboard.
We review the information prior to meeting
When your planning profile is filled out and your tasks are completed, our team will review the information and start working on your financial plan. It is important that we have the full documents and information needed to create your plan.
We meet for 90 minutes to identify your values & goals
The important part of this process is getting it right when it comes to your plan. To ensure this happens, we have a Design Meeting over Google Meet to review the information you put in, review your most pressing questions, and create clarity on a path forward.
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 Loom video. This will provide context and clarity around the best next steps for your financial life.