One-Time Financial Planning
A personalized plan. Clear next steps. Guidance on your terms.
Looking for professional guidance while managing your own investments? I help people approaching or already in retirement evaluate their financial picture and develop a personalized plan.
Together, we’ll address your questions about retirement income, investments, Social Security, and taxes—so you understand your options and what to do next.
Financial planning at $300 per hour. No ongoing commitment.
Who This Service Is For
A one-time financial plan may be a good fit if you:
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Are approaching retirement and want to understand when you can retire and how much you can spend.
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Manage your own investments but want a professional review of your approach.
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Need help coordinating Social Security, retirement withdrawals, and tax decisions.
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Want a clear plan before making a major financial decision.
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Prefer a defined planning engagement without ongoing investment management.
What You Receive
A Plan Built Around Your Priorities
Your financial picture, retirement goals, and questions guide the planning process.
Personalized Analysis
We’ll explore the retirement income, investment, and tax decisions relevant to your situation, including how different choices could affect your plan.
A Written Summary and Action Steps
You’ll receive a written summary of your plan and recommendations, with clear priorities to help you put the advice into action.
A Conversation About Your Plan
We’ll walk through the recommendations together so you can ask questions and understand how to put your plan into action.
How It Works
1. Start With an Introductory Call
We’ll discuss your goals, the questions you want answered, and whether a one-time financial plan is a good fit.
2. Review the Scope and Estimated Cost
Before we begin, we’ll agree on the planning topics to address. I’ll provide an estimate of the hours involved and the corresponding cost at $300 per hour.
3. Build Your Plan
You’ll provide the financial information needed for our work. I’ll analyze your situation and develop recommendations around your goals and priorities.
4. Review Your Recommendations
We’ll walk through your plan together and discuss your questions. You’ll receive a written summary and clear next steps to carry out on your own.