Take control of your money

Organize your financial life

Buy a home or investment property

Eliminate debt

Combine finances with a partner

Understand insurance

Get a clear sense of your financial goals

Make sense of investing

Plan for education expenses

Deal with student loans

Maximize your benefits at work

Plan for big changes to your financial life


Two ways to work with Just Wealth:

Hourly: $175 per hour

We'll connect and get all of the above, and more, done

-or-

Monthly A: $100 per month + $500 Onboarding Fee

Monthly B: $100 per month for 12 months

Two initial 1-hour consultations to talk about your goals, review your full financial picture, and start your Financial Action Plan

 Semiannual 1-hour financial planning meetings

Unlimited email support for your questions

30 minutes of help over the phone each month

Access to your financial plan online 24/7

Additional meetings at a reduced rate of $140 per hour


Questions? Get in touch with me at phuong@justwealthplanning.com

or

call 617.804.1032


Schedule your free financial strategy session: