Financial Foundation Plan
A three-page plan that builds the "scaffolding" for a healthy financial life. The plan includes an analysis of monthly finances with recommendations and strategies to meet your goals and build lifetime wealth. Along with peer-group comparisons, a "score" is provided to help you track progress against seven financial categories:
- Net Worth
- Budgeting and Saving
- Investing
- Insurance
- Retirement Planning
- Tax Planning
- Estate Planning
Financial Foundation Plan (example image)
Financial Foundation Plan (example image)
The Financial Foundation Plan is designed to help early-to-mid career individuals and families who are still getting started on their financial journeys.
Timing: Typically completed over 2-4 weeks
Flat fee price: $999 - 1,999
***Note the planning process for the Financial Foundation Plan is similar to the process for the Comprehensive Life Plan - only shorter. To see an example of the financial planning process, please click here.