Project-Based
Financial Planning
A one-time service designed to provide a one-time comprehensive financial plan or answer your most pressing financial questions
What's Included:
Meetings
One or two 60 to 90-minute meetings to discuss your most urgent financial questions
Recommendations
A customized Recommendations Report and a corresponding Action Plan
Support
One month of support related to the topics addressed in your Action Plan
How do I know if I’m a good fit?
Project-Based Financial Planning is best for you if:
- You prefer the DIY route but want to make sure that you’re on the right track
- You have previous financial and investment experience and feel comfortable following recommendations on your own
- You want advice on an as-needed basis
- You don’t need accountability and ongoing support
Your Investment:
One-time fee starting at $2,500
The greater of $1,250 or one half the estimated fee is billed upfront, and the remaining balance is billed upon completion of the project. If a client chooses to engage Financial Staples for Comprehensive Financial Planning within 1 month of completion of a Project-Based Financial Planning session, any fees paid may be credited towards the Comprehensive Financial Planning fee.
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Copyright © 2020 Financial Staples, LLC. All Rights Reserved.
Copyright © 2020 Financial Staples, LLC. All Rights Reserved.