Financial Planning Packages

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At Centered Financial, we offer various financial planning packages to ensure you receive the support and guidance you require. We offer one-time comprehensive financial planning packages, as well as financial planning ongoing service packages. Our comprehensive packages are valid for three months and all services will be rendered inside of that 90-day window. If you’re seeking long-term guidance, we have packages starting at as low as $59 a month. Read more below, and contact us if you need help determining which plan is best for you.

  • Ongoing Essentials

    $59
    Every month
    Ongoing guidance to keep you on track for your goals.
     
    • Monthly access to your CFP® professional
    • Online dashboard and app to track your money
    • Semi-annual progress reviews (in-person or virtual)
    • Annual asset allocation recommendation
    • Annual tax diversification review
    • Annual benefits/insurance review
    • Annual cash flow review
    • Annual financial/life goal update

  • Ongoing Complete

    $99
    Every month
    Ongoing guidance with increased access to your CFP® pro
     
    • Monthly access to your CFP® professional
    • Online dashboard/app to track your progress
    • Quarterly progress reviews (in-person or virtual)
    • Debt/student loan payoff strategy and tracking (as needed)
    • Semi-annual cash flow review
    • Semi-annual investment allocation/401(k) review
    • Annual tax strategy review
    • Annual insurance/benefits review
    • Annual financial/life goal update
    • Customized consultations on topics as needed

  • Personal/Family Plan

    $1999
     
    Initial comprehensive financial planning services
    Valid for 3 months
    • All meetings and services rendered in the first 90 days
    • Comprehensive personal or family financial plan
    • Personal cash flow statement w/ optimization strategy
    • Debt analysis w/ recommended payoff strategy
    • Insurance/Benefits review
    • Investment portfolio review w/ recommended allocation
    • Savings/Investment Goal Analysis w/recommended targets
    • Access to online dashboard/app to track progress

  • Business Plan

    $2999
     
    Initial comprehensive financial planning for businesses
    Valid for 3 months
    • All meetings and services in the first 90 days
    • Business goals and growth session
    • Business cash flow analysis
    • Tax review w/ recommended tax savings strategies
    • Compensation review w/ recommended strategies
    • Employee incentive/benefit recommendations
    • Personal financial planning outside of business included
    • Coordination or introduction to other professional advisors

  • Ongoing Business

    $199
    Every month
    Ongoing planning & consultation services for businesses
     
    • Monthly access to your CFP® professional
    • Online dashboard/app to track your progress
    • Annual business financial plan update
    • Quarterly reviews of business cash flow
    • Quarterly reviews of business growth metrics
    • Customized consultations on topics as needed