Financial Planning Packages

At Centered Financial, we offer flat-fee financial planning packages starting as low as $99 per month to ensure you receive the support and guidance you require at a manageable price. We offer an initial comprehensive financial planning package as well as an ongoing financial planning service package. We also schedule hourly planning sessions for one-time or ongoing projects. Read more below, and contact us if you need help determining which plan is best for you.

Comprehensive Plan
2199$

Initial comprehensive financial planning services
Valid for 3 months
- Includes: Complimentary Initial planning session
- Organization session, Strategy session, Action session
- Complimentary follow-up session in 3rd month
- Cash Flow/Budget Analysis
- Debt analysis w/ recommended payoff strategy
- Insurance/Benefits analysis w/ needs recommendation
- Savings/Investment Goal Planning w/recommended actions
- Savings/Investment Goal Planning w/recommended actions
- Tax strategy review w/ action plan
- Access to online dashboard/app to track progress
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