The Basic Financial Plan

The Basic Financial Plan is a two-month program best suited for people who know they need to start saving, investing and setting goals but just aren’t sure where to begin.

Who you are:

  • You know that you need to take care of your finances but don’t know where to start.
  • You know you need a plan for how you spend and save.
  • You want to invest but you’re not sure what to invest in.
  • You want to enjoy life today but also know how important it is to be financially secure later in life.
  • Being financially on track is  important to you.

How we will work together:

Face to Face Meeting #1Face to Face Meeting #2Face to Face Meeting #3Phone Session #1Phone Session #2
1 hour1 hour90 minutes1 hour1 hour
Assessment of your personal and/or business financesIdentify and set financial goalsA customized basic financial planConsultation on how to take and manage riskConsultation on asset allocation
Develop a customized spending and savings plan for your personal and/or business financesDevelop a 12 month action plan for your business and/or personal financesConsultation, strategies, tactics and recommendations to reach your goalsConsultation to help you better understand how much risk you’re comfortable taking.
Recommendations for how you should invest your portfolio


Questions? Comments? Need more information?
Click here to fill out our questionnaire
and get a free assessment of where you stand financially.
We’d love to hear from you!

Not the right program for you?
Click here for the Life & Business program.
Or click here for the Concierge program.