Financial Planning

Financial planning is the process of creating and implementing a strategy to achieve your financial goals. Keep in mind that finances evolve over time, especially during life events. We’re happy to help you navigate through it. 

How It Works

Step 1: Get to know each other

We start with a consultation to determine if we can assist you and if we’re a good fit for each other.

We gather information about your goals, financial health, and challenges through video calls, emails, and secure file sharing.

We set expectations and establish a timeline to ensure we’re aligned and progressing at a suitable pace.

Step 2: Create the plan

Once we have the necessary information, we begin building your financial plan.

With your goals and financial wellness as our central focus, we build your financial plan to align with your values and habits.

Your financial plan will be designed to withstand real-world challenges, like market fluctuations, unexpected life events, and income changes.

Step 3: Provide Recommendations

We’ll meet to discuss your financial plan in detail, present our findings, and address any of your questions.

We’ll work together to build confidence and commitment to the planning process. If your current situation doesn’t align with the plan, we will make adjustments.

The plan will be broken down into prioritized, manageable steps.

Step 4: Ongoing Advice & Coaching

After we’ve launched our plan, we will hold each other accountable to specific items.

Regular check ins via email and video calls.

Updates will be communicated early to ensure the plan is still current for your goal.

Memberships

Choose from three different financial planning memberships to find the one that fits your needs and budget.

Casita Member

$99/month

  • Regular check-ins with a Certified Financial Planner

  • One page Financial Plan

  • Core financial Planning Topics

The membership focused on creating a framework for your finances. Initiation fee of $199 and a 6 month commitment required.

Villa Member

$199 / month

Our most popular membership, designed to address your key financial needs. Initiation fee of $349 with a 6 month commitment.

  • Regular coaching with a Certified Financial Planner

  • 3-5 page financial plan

  • Specialty financial planning advice

Hacienda Member

$599 / month

The comprehensive membership, providing extended access, expert advice, and personalized coaching. Initiation fee of $399 with a 3 month commitment.

  • Regular coaching with extended availability

  • Full financial plan

  • Advanced financial planning advice

Casita Villa Hacienda
Kickoff Call  45 mins 45 mins 60 mins
Text & Email Full access Full access Full access
Coaching One 30 min session Two 30 min sessions Two 60 min sessions
Financial Plan 1 page plan 3-5 page plan 15-20 page plan
Plan Delivery Session 20 mins 40 mins 60 mins
Commitment 6 months 6 months 3 months

Communication

Casita Member Villa Member Hacienda Member
Goal Setting ✅ ✅ ✅
Cash Flow ✅ ✅ ✅
Debt Management ✅ ✅ ✅
Retirement Savings ✅ ✅ ✅
Investment Analysis ✅ ✅ ✅
Insurance Planning ✅ ✅ ✅
Education Planning ✅ ✅
Family Planning ✅ ✅
Real Estate ✅ ✅
Tax Planning ✅ ✅
Stock Options
✅
Retirement Projections ✅
Estate Planning ✅

Topics

Ready to get started?

Schedule your free consultation so we can begin building your financial future together.

Interested in Investment Management?