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 servicesValid 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 monthOngoing 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
60 Minute Financial Planning Session -
In Person
Session Fee: $199
Session fee includes:
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60 minute meeting
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Data updates to financial plan and Centered Financial Dashboard
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Follow-up action item list
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