Say hello to The Plan
When one hour isn't enough.
Get a full financial plan for$2,300-$5,200.
What is The Plan?
Collaborate with a dedicated
advisor for 8 weeks
advisor for 8 weeks
Get projections based on
different life scenarios like
having kids or buying a home
different life scenarios like
having kids or buying a home
Get a roadmap of when you can
retire
retire
Get specific recommendations
on everything in your financial
life
on everything in your financial
life
Dig deep into topics like
insurance, employer stock,
rental properties
insurance, employer stock,
rental properties
Get help with accountability & implementation
What can I ask?
Comparing The Hour vs The Plan, which one is right for you?
The Hour
If you have 1-3 questions like:
- Can you review my investment portfolio?
- What should I invest in?
- How much house can I afford?
- How do I roll over my old 401k?
- Should I go with Roth or traditional?
- How do I invest for my kids?
- Can I get a second opinion on my financial advisor?
$175-$400/ hour
The Plan
Get a thorough analysis on your financial life on topics such as:
- When can I retire?
- How would having children or taking time off work affect my financial future?
- When should I exercise my employer stock options?
- Should I do Roth conversions?
- Should I sell my rental property?
+ everything in The Hour
$2,300-$5,200/ 8 weeks
What do I get with The Plan?
Get 28+ hours of analysis ($4,900-$11,200 value) from a dedicated, expert financial advisor including:
8+ page custom
financial plan
financial plan
8 hours of expert
planning & analysis
planning & analysis
5 hours of document
review
review
3+ one-hour meetings
4+ hours of
implementation help
implementation help
Unlimited email
support for 8 weeks
support for 8 weeks
Timeline
Over the course of eight weeks, we'll learn about you and your goals,
craft a custom financial plan, and help you implement your plan of action.
craft a custom financial plan, and help you implement your plan of action.
Week 1
Link your accounts
and upload your
documents
and upload your
documents
Week 2
Meeting 1: Tell us
about you, your
family, and your goals
about you, your
family, and your goals
Weeks 3 & 4
Your advisor analyzes your
financial situation and creates a
comprehensive plan
financial situation and creates a
comprehensive plan
Week 5
Meeting 2:
Presentation of plan
& actionable steps
Presentation of plan
& actionable steps
Weeks 6 & 7
You will implement your
recommendations & use your
advisor as a resource
recommendations & use your
advisor as a resource
Week 8
Meeting 3:
Accountability and
wrap up
Accountability and
wrap up
If you're unavailable at any time during the eight weeks, we can pause and resume when you get back!
What does a financial plan look like?
Your 8+ page financial plan gives a full breakdown of your financial life including future projections and an
actionable plan to meet your goals.
actionable plan to meet your goals.
Ready to start with The Plan?
$2,300-$5,200 / eight weeks
- 8+ page comprehensive financial plan
- 28+ hours with a dedicated financial advisor of your choice
- Browse through our roster of handpicked advisors to get started!
The $2,300-$5,200 payment is due after the first meeting.