COMPREHENSIVE FINANCIAL PLANNING
Menu of Services
It used to be the case that you needed to have tons of money invested with a financial advisor to receive financial planning advice.
Not anymore.
Our services are designed to give you access to comprehensive financial planning from a CERTIFIED FINANCIAL PLANNER™ professional, without requiring investment management. Every option offers clear value, transparent structure, and upfront details about your financial planning cost.
Comprehensive Financial Planning
Plan+: Financial Plan Plus One Year of Support
Personalized guidance, no investments necessary, one predictable fee
As part of our mission to increase access to financial planning from a qualified CERTIFIED FINANCIAL PLANNER™ professional, we offer the ability to purchase a full financial plan plus a year of financial planning support. We call it Plan+.
You pay one flat fee (half upfront, half at time of plan delivery) regardless of how simple or complex your financial situation is.
This option is our best value. It combines our financial plan creation services ($1,197) and our one-year financial planner on call service ($2,397).
Price: $2,397 ($200 discount available)
The Plan+ option includes the two below services for a lower price than you would receive a la carte:
Financial Plan
Only
Putting your future into focus
If you’re looking for just a financial plan without any implementation support, we can do that for you.
Our qualified CERTIFIED FINANCIAL PLANNER™ professional will put together a financial plan document and present it to you providing key insights and recommendations.
You benefit from one fixed fee. Your financial planning cost never increases based on complexity.
Price: $1,197
Financial Planner
On Call
One year of having a financial planner in your corner
Do you want to be able to pick up the phone and speak with a CERTIFIED FINANCIAL PLANNER™ professional any time during our regular business hours but aren’t ready for a financial plan?
Our Financial Planner On Call service allows you to have access to our financial planning services for a full year without the need to put together a financial plan.
Price: $2,397 for one year
Basic: Financial Wellness Guidance
Month-By-Month Guidance
Get your financial house in order
If you are not ready for comprehensive financial planning, our month-by-month option offers flexible support through the genPOWERMENT platform.
You will work with a CERTIFIED FINANCIAL PLANNER™ professional to address top financial concerns including budgeting, spending, savings patterns, debt strategy, and more.
There’s no commitment—you can cancel at any time.
Price: $177 per month
Consultation and Service Charged Hourly
Hourly Consultation
Personalized insight at a straightforward hourly rate
There may be a situation where an individual or family needs some time with a CERTIFIED FINANCIAL PLANNER™ professional without an ongoing relationship. We have a solution for that.
We offer our financial planning services at an hourly rate to help you work through whatever is challenging you. It could be anything from doing a deep-dive on your budget, to having someone help you navigate the execution of an estate, all the way to putting together a financial plan. We’re happy to help however you need us to!
Your financial planning cost is simple and predictable.
Price: $150 per hour
