Are you interested in financial planning but unsure of what it actually is? Not a problem; watch the video from our blog below, which gives a brief overview of financial planning.
Areas Covered In Your Financial Plan
Financial Planning Service Options
Create & Navigate Your Path
If you want to have a financial planner by your side through all of life’s twists and turns, then this service is for you. Includes a comprehensive financial plan with implementation and ongoing support.
Create Your Path
If you want a comprehensive financial plan but feel like you can handle the implementation on your own, then this service is for you. Includes a comprehensive financial plan.
Hourly Support
Need help with a specific money question? Then this limited topic-based service is for you. Includes us working together at a flat hourly rate to create a targeted solution that you implement.
Ready To Talk
Interested in learning more? Schedule a free, no-obligation video call to get any questions answered.
Not Ready To Talk Just Yet?
Start on your path to financial freedom by getting our weekly articles full of financial planning tips and the occasional freebie for Federal employees.