Financial Planning Packages
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$59Every monthOngoing guidance to keep you on track for your goals.
Ongoing Complete$99Every monthOngoing guidance with increased access to your CFP® pro
Personal/Family Plan$1999Initial comprehensive financial planning servicesValid for 3 months
Business Plan$2999Initial comprehensive financial planning for businessesValid for 3 months
Ongoing Business$199Every monthOngoing planning & consultation services for businesses