Services

Financial coaching and planning the Boundless Way

Financial Planning

Financial Planning services provide a comprehensive review of you financial situation. I use a multi-step process to guide you through the five major categories of financial planning. I create a customized plan to address all your concerns. I also provide accountability by continuously monitoring your progress and periodically reviewing and tweaking your customized plan. As needed, I will work collaboratively with other professionals like your attorney and CPA. 

3 Steps to a Plan

I want you to have confidence and be less stressed when it comes to your money. I offer short-term, hourly engagements to help you get organized and focused. Each Boundless Blueprint includes guidance and assistance with: 

  • Savings strategy
  • Debt repayment plan
  • Foundational steps for getting your financial house in order

 

Step 1: Discovery Meeting

A complimentary consultation which allows us to explore your financial picture. From this exploration, we’ll assess a mutual fit.

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Step 2: Kick Start Meeting

The Kick Start is a meeting designed around getting to know you more. I will gain awareness of your goals and identify exactly where you need to be in order to make your dreams a reality.

Step 3: The Boundless Blueprint

In this critical step, I will reveal your Boundless Blueprint. This will be your customized building plan for creating the financial life you desire.

Available Services

Boundless Blueprint
Cost

$750

Description

 After the meeting, we provide written feedback and recommendations, including instructions on how to implement it.

What Do You Get?
  • Two 60-minute meetings
  • Customized recommendations designed to save you money and help you meet your goals
Who is This Option Best For?

This option is best for those needing an overview of their situation, along with a few practical tips to get them pointed in the right direction.

Hourly Financial Planning
Cost

$250 per hour

Description

If you are looking for a Comprehensive Retirement Plan, then the hourly option is right for you.  We meet for 60 minutes to review and discuss your personal situation. Then, your customized plan is developed for you, including retirement projects, insurance analysis and investment recommendations. We will meet again to review all recommendations pertinent to your current life stage. 

What Do You Get?
  • 60 minute meetings
  • A full evaluation of your current financial situation
  • A final, written report containing recommendations for saving money, growing net worth, and protecting your family’s future.
  • An Annual Planning Meeting to update your goals, priorities and recommendations.
Who is This Option Best For?

Anyone wanting a customized plan with detailed guidance can benefit from an hourly planning engagement. 

Flat Fee Financial Planning & Investment Management
COST

$500 upfront plus + flat fee paid monthly or quarterly

DESCRIPTION

The ongoing planning package allows for on-demand financial planning. Over a period of 12 months, we will meet multiple times to create a comprehensive financial plan. We will address your major pain points, establish both short-term and long-term financial goals, chart your accomplishments and track your net worth. We will provide recommendations and guidance in all areas of your finances.

WHAT DO YOU GET?
  • All of your financial pain points addressed
  • A customized plan to help you reach your goals
  • Guidance in implementing all recommendations
  • Accountability to help you stay on track
  • Help growing your net worth over time
  • On-demand assistance, including email support
Who is This Option Best For?

This option is best for anyone desiring ongoing accountability and investment support.

Not sure which option is right for you?

Click below to schedule a free consultation to discuss your needs.