Financial Roadmap Program

     Commitment: 1-3 months

Description: If you feel confident in your ability to follow through on a financial plan; however, you want a certified expert to give you a clear and customized plan to follow, this is the option for you. A Financial Roadmap is best for young to middle aged individuals and families with more than 5 years until retirement. The entire process takes about 4-12 weeks and will involve you enacting our recommendations.

This is where we listen to what you need and come up with a game plan that covers all Seven Areas of Financial Wellness plus any currently pressing financial issues.

After the initial meeting we will send you a request for documents and information. Once the information we need is received then our hard work begins.

It will take us about 1-2 weeks to create a plan with customized recommendations that guide you toward the result of Financial Wellness with actionable steps. 

During this 2 hour meeting we will walk you through our recommendations so you can understand the why and how. You can also make in meeting updates to the plan so it suits your family’s needs perfectly. We will cover, in depth, all Seven Areas of Financial Wellness plus any currently pressing issues.

This is a 30-45 minute talk where we get you connected with our portal so you can connect accounts, track your spending, and view your net worth.

This is a 1.5 hour meeting where we take a deep dive into an area of your financial life that is of particular concern to you. For some it is creating and implementing a budget. For others it is deciding how much house you can afford along with the best type of loan to assume.

After we do the background work of researching the highest quality, but lowest cost, funds available to you within your employer and/or non employer plans, we will help you implement the investment allocation at the risk tolerance that is right for you to achieve your goals and retirement.

Have any questions? Need clarification? Let’s make sure we get it taken care of. You will have access to us after your Review Call for 30 days by phone or email for any follow up questions.

What we cover in your financial roadmap

file boI report

Monthly cash flow & budget creation assistance

financial advisor

Debt paydown plan & credit report analysis

financial planning steps

Retirement planning & investment recommendations

financial planning steps

Review of tax return & withholding estimate 

beneficial ownership information reporting

Review of insurance & employer benefits & estate document recommendations

financial planning steps

Goal funding planning

What you walk away with example:

You will walk away with a customized Financial Roadmap that includes actionable items such as: 1) knowing to contribute xx% of your paycheck to your 401k allowing you to retire at age xx, 2) what is the best account type and amount to fund your kids education, 3) whether to contribute to a Roth or Traditional IRA, 4) that you need to get $xxx,xxx more in term life insurance, 5) lifetime access to a budgeting & retirement portal, 6) being diversified and invested appropriately in the best funds your employer offers, 7) knowing whether you’re going to owe come tax time, 8) a family spending plan customized for your family, and much more.

Cost based upon income:

Cost: 2% annual gross income with a max of $4,500

*Payment plans available upon request*

Want to find out more? Wondering about getting started with us? Go to our Contact Us page to fill out our Contact Form for a no strings 20 minute introductory phone call. You tell us about what’s going on, we answer any questions, then get you on the path toward Financial Wellness.