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.

  • 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 analysis w/ optimization strategy
    • Debt analysis w/ recommended payoff strategy
    • Insurance/Benefits analysis w/ needs recommendation
    • Investment portfolio review w/ recommended allocation
    • 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

Hourly Financial Planning Sessions

Meeting Room

60 Minute Financial Planning Session -

In Person

Session Fee: $199

Session fee includes:

  • 60 minute meeting

  • Data updates to financial plan and Centered Financial Dashboard

  • Follow-up action item list

Digital Book

60 Minute Financial Planning Session -

Zoom Meeting

Session Fee: $199

Session fee includes:

  • 60 minute meeting

  • Data updates to financial plan and Centered Financial Dashboard

  • Follow-up action item list

Need to discuss which option is right for you?  We can customize a solution for your needs.