Project-Based Financial Planning | Financial Staples

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:

One or two 60 to 90-minute meetings to discuss your most urgent financial questions
A customized Recommendations Report and a corresponding Action Plan
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 © 2016-2021 Financial Staples, LLC. All Rights Reserved.

Copyright © 2016-2021 Financial Staples, LLC. All Rights Reserved.