Services
Our Proven Workflow
Analyze
Plan
Manage
Project Based Planning
Project based planning is available to be customized to the client’s specific needs. Depending on the project, pricing ranges from a flat fee of $500 to $2,500, or an hourly rate of $250 per hour.
Ongoing Financial Management
Clients can opt for ongoing financial planning, including annual updates, after completing a comprehensive plan. Pricing starts at $300 per quarter and increases with complexity. We’ll meet quarterly or semi-annually, depending on your needs. This service provides proactive financial guidance.
Comprehensive Financial Planning
Our advice-only financial planning process involves a comprehensive review, personalized recommendations, and a tailored action plan. We’ll work together to understand your unique situation and create a customized plan to achieve your financial goals. The initial meeting is complimentary. Pricing starts at $1,600 and increases with complexity, with half due upfront and the other half upon plan delivery. The process can take 3 to 6 months.
Areas of Planning
Retirement Planning
Is the process of preparing for retirement by setting goals, identifying income sources, and creating a plan to achieve those goals. The goal is to have enough money to stop working and live independently after retirement.
Education Planning
Is the process of calculating and planning for the educational costs, exploring 529 plans and other college savings opportunities, as well as financial aid and student loan repayment opportunities.
Tax Planning
Is the process of arranging financial affairs in a way that maximizes tax benefits and minimizes tax liabilities. It involves analyzing an individual’s income, expenses, investments and other financial activities to identify potential tax-saving opportunities
Investment Planning
Is the process of understanding your current financial preparedness, identifying your future financial goals, and developing a plan to achieve them.
Insurance Planning
Is the process of selecting insurance policies to protect yourself, your family, and your assets from unexpected financial losses. It’s a key part of a comprehensive financial plan that involves assessing risks and choosing the right coverage to mitigate them.
Estate Planning
Is the process of anticipating and arranging for the management and disposal of a person’s estate during the person’s life in preparation for a person’s future incapacity or death.
Cashflow/Budget Planning
Is the process of estimating a person’s cash in-flows and outflows over a specific period of time. It involves analyzing current cash positions, predicting future cash flow budgets, and implementing control systems to manage liquidity. The goal of cash flow planning is to match funding sources with capital needs and maintain financial stability and growth.
Major Life Events
Plan ahead for career transitions, major purchases, financing, gifting, and inheritance, marriage, new children, and aging parents.
Employment Benefits Maximization
The process of maximizing a person’s employment benefits based on their current financial situation and needs.
Service Pricing
Project based planning
Project customized based on needs. May be flat fee or hourly depending on project.
Starting at
$500 (Flat Fee) or $250 per hour
Ongoing financial planning
Personalized implementation of your annual financial plan.
Starting at
$300/quarter
Comprehensive financial planning
Comprehensive review and analysis of your unique financial situation.
Starting at:
$1,600
Get in touch
Contact Aaron Today
281-682-6604