Services

Financial Planning Services


Focused Advice

Ask Me Anything

90 Minutes Answering your Personal Finance Questions

$475

.

Potential Topics to Cover:

Common Questions:


  • 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.

Book an Introductory Call

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