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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)

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.