Financial Planning Services
Focused Advice
Ask Me Anything
90 Minutes Answering your Personal Finance Questions
$475
.
Potential Topics to Cover:
- Balancing competing goals: debt payments, retirement, home purchase, and saving for kids.
- What to do with old retirement accounts
- Are you saving enough?
- How much home can you (should you) afford?
- Opening a new investment account and selecting investment funds
- How much insurance should you carry?
- Types of insurance & companies to work with
- Selecting employee benefits
- How do you get started with a budget?
- How to allocate a large income jump
- When should you consider a will or trust?
We will cover a lot during our meetings, but the above should not be viewed as a list of everything we will be able to address. Priorities will be client-driven.
Ongoing Guidance
Financial Planning
Proactive Adjustments as Life Changes
$3,600/year for individuals
$4,800/year for couples
Potential Topics to Cover:
CFP® Professional on retainer
Unlimited on-demand advice
Life planning for comprehensive goal discovery
Annual Strategy Session & Year-end Review
Custom investment recommendations
Defined cash & savings targets
Life & disability insurance review
Student loan repayment plan
Social security audit & filing strategies
Tax planning: Current & Multi-year withholding & Roth conversions
Estate planning, including prep & coaching for an attorney meeting
Next-gen savings strategies
Direct coordinated communication with your accountant, attorney, etc.
Accountability support for identified action items
Financial wellness guidance
Optional: Delegated Investment Management
$1,000 Onboarding Fee due up front
One-time Plan
Second Opinion
Comprehensive Review for the DIYer
$4,500 for individuals
$5,000 for couples
Potential Topics to Cover:
3 Meetings with a CFP® Professional
One month of support after plan delivery
Collaborative goal discovery
Custom investment recommendations
Defined cash & savings targets
Life & disability insurance review
Student loan repayment plan
Social security filing strategy
Current year Roth conversion analysis
Education funding
Financial wellness guidance
Investment Management Services
Investment management is an optional add-on service available for ongoing Financial Planning clients.
Live + Give Financial does not receive compensation for investment management services.
All services begin with a complementary 30-minute conversation to learn more about your current situation and the biggest pain points you’re facing today.
