Financial Independence Plans
Personal / Family
Fee-Based Financial Planning
This page is under construction. Please contact us for questions regarding our financial independence plans. Below is our financial independence plan pricing.
What is this and why should you care?
True to its name, a Financial Independence Plan shows exactly how to achieve—drumroll, please—financial independence! Some firms call this a "retirement plan," but let's be honest, you care about having control of your finances long before (and after) you retire. Whether you're five years or 25 years away from leaving the workforce, our plans help you map out the clearest, smartest route to financial freedom.
The Magic Behind the Numbers
It's YOUR income, YOUR goals, YOUR expenses, and YOUR life. We just analyze YOUR stuff as a fiduciary, live your life 1,000 times hypothetically in expensive advanced planning software, and run all sorts of fancy statistical simulations after modeling the status quo (a.k.a. the ghost of Christmas future if you do nothing). From there, we explore different tax, investment, and risk management strategies to see if we can get you to your goals faster, with less risk, or with more surplus investment funds. ​
How do we do it?
We follow the 7-step CFP® practitioner process, guiding you through a series of structured meetings designed to identify and develop your goals, analyze your current situation, and recommend strategies that get you where you want to be. Here's what that looks like in action:
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Understanding the client's personal and financial circumstances
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Identifying and selecting goals
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Analyzing the client's current course of action and potential alternative courses of action
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Developing the financial planning recommendations
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Presenting the financial planning recommendations
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Implementing the financial planning recommendations
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Monitoring progress and updating
Ready to Get Started?
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Financial Goals & Objectives – What are you trying to achieve?​
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Financial Inventory – What do you have to work with?
Your Plan, Your way
Not everyone wants or needs the same level of detail, which is why we offer three levels of planning:
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Level I - The essential roadmap, perfect for those who want to get their bearings and build confidence in their financial future. Digital-only delivery, because we know some of you prefer everything online.
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Level II – A deeper dive with more scenarios and complexity. You'll get a printed, spiral-bound plan (yes, actual paper) and access to additional planning tools.
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Level III – The all-in, leave-no-stone-unturned approach. We model multiple scenarios, optimize every detail, and deliver a full-color, leather-bound plan that feels as important as the decisions you'll be making.
What's included?
✔ Up to 6 techniques/scenarios modeled in plan
✔ More frequent plan regeneration
✔ Fiduciary analysis of employee retirement plan
✔ Access to eMoney for real-time financial tracking
✔ Check-in calls to keep you on track over 18 months
