Is there someone in your life who is ready to build a strong financial foundation? Give the gift of financial planning.
comprehensive financial planning
A financial planning gift package is $450. This covers the cost of the initial financial planning session and client onboarding.
Your lucky gift recipient will receive:
- a review of their current financial picture
- a 90-min interactive financial planning session
- unlimited access to their online financial profile
- and an action plan to help kickstart their financial goals
Clients then have the option of signing up for ongoing financial planning support as hourly or monthly retainer clients.
An introductory email will be sent to the gift recipient. The recipient can schedule their financial planning session at their own convenience using an online scheduler.