Flexible Financial Planning Solutions
Build your financial future with customizable planning packages designed to grow with your goals. Choose from three comprehensive tiers, each offering flexible options and scalable solutions to match your unique financial journey.
Choose Your Financial Planning Journey
Our three-tier approach means you can start where you're comfortable and expand your planning as your needs evolve. Each package includes core planning services plus flexible add-ons that adapt to your changing financial landscape.
Foundation Planning
Perfect for individuals and couples starting their financial planning journey. Establishes your core financial framework with room to grow.
- Personal financial assessment and goal mapping
- Basic budgeting and cash flow optimization
- Emergency fund strategy development
- Debt reduction planning and prioritization
- Initial investment guidance and education
- Quarterly progress reviews (first year included)
- Access to planning tools and resources
Growth Strategy
Ideal for established professionals ready to accelerate their wealth building. Combines strategic planning with flexible implementation options.
- Advanced financial modeling and projections
- Investment portfolio design and optimization
- Tax planning strategies and minimization
- Retirement planning with multiple scenarios
- Insurance needs analysis and recommendations
- Estate planning fundamentals
- Bi-monthly strategy sessions (first year)
- Priority access to educational workshops
Comprehensive Wealth
Complete financial planning solution for high-net-worth individuals and families. Fully customizable with white-glove service and unlimited flexibility.
- Holistic wealth management and coordination
- Advanced tax optimization and planning
- Sophisticated investment and asset allocation
- Comprehensive estate and succession planning
- Business ownership and exit strategies
- Philanthropic planning and legacy structuring
- Monthly strategic consultations
- Direct advisor access and priority scheduling
- Family financial education programs
Flexible Options That Grow With You
Every package can be customized with additional services and flexible terms. Start simple and expand as your financial situation evolves, or begin with comprehensive planning and adjust your service level as needed.
Scalable Service Levels
Begin with quarterly reviews and upgrade to monthly consultations when life gets complex. Downscale during stable periods and ramp up during major transitions.
- Flexible meeting schedules
- Seasonal planning intensity
- Life event response planning
- Budget-friendly scaling options
Modular Add-On Services
Enhance any package with specialized modules like business planning, international investments, or family wealth education. Mix and match based on your current priorities.
- Business ownership guidance
- International tax planning
- Family financial workshops
- Real estate investment analysis
Adaptive Planning Terms
Choose from project-based engagements, annual retainers, or ongoing partnerships. Switch between arrangements as your needs change throughout different life phases.
- Project-specific engagements
- Annual planning contracts
- Ongoing advisory relationships
- Seasonal planning support
Ready to Design Your Perfect Planning Solution?
Every financial journey is unique. Let's discuss which package best fits your current situation and how we can customize it to perfectly match your goals and budget preferences.