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One-Time Financial Plan
One-time plans are for those seeking a financial check-up and fine tuning of their current situation.
Everyone, regardless of age or financial status, needs a financial plan. If you only have simple financial planning needs at this time and healthy financial habits, a one-time plan may be appropriate for you.
Most clients benefit from ongoing planning services to keep up with life's changes. Check out our subscription planning services here.
Collaborative Meeting Process
1
Introductory Meeting
A no cost, no commitment 30 min call to assess our mutual fit, discuss your goals at a high level, address your initial questions and talk through potential next steps. Whether looking to save or invest more, buy a home, retire early, combine finances with a partner, tackle student loans or consumer debt, or simply manage your money in the smartest way, we can determine the best way to work together to help you achieve these goals.
2
Discovery Meeting
The framework for our collaborative planning process, together we’ll assess your current financial situation and dive into your short- and long-term goals, needs, and concerns. This includes talking through your historical relationship with money, resulting money mindset, and how these shape your perceptions and decision making.
3
Planning Meetings
Depending on what is learned in the Discovery meeting, planning meetings typically occur over three or four 45-60 minute meetings in order to steadily work through the covered planning topics.
We review potential scenarios as part of our findings and recommendations. You will walk away from each planning meeting with a clear outline of where you stand with the topic/s discussed and a handful of recommendations and action items to improve your financial well being.
4
Plan Review Meeting
Our final meeting will be a review of your One-Time Plan. During this meeting we gauge progress to-date as well as talk through what remains to be done in order to fully implement the plan we designed for you.
The client is responsible for implementation and ongoing monitoring of their financial plan after this meeting, and may engage with their CFP® anytime at an hourly rate for further support or accountability.
Effective financial planning is a lifelong process and the plan should be reviewed and updated at least once a year moving forward.
Note
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Further planning services outside of the predetermined scope of work will be billed at a fixed hourly rate.
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One-Time Plan clients have the option to convert into an Ongoing Planning client during the initial planning engagement period or within 30 days of receiving their plan, for additional
implementation support, accountability, and regularly scheduled meetings to maintain an updated financial plan.
