Individuals - Fiscal Dynamics

Plans

Individual Strategy Session

$49

Need an immediate plan of action to tackle the most urgent aspects of your personal finances?

Whether you want to try e-financial planning for the first time or just need a one-off catch up session, this one-hour session is perfect to review your current financial situation and create a strategy that you can implement immediately.

No subscription.
Pay per session.

Book Session

Subscription Plans

Level	Monitored Planning (pay monthly)	Monitored Planning (pay annually)	Comprehensive Planning (pay monthly)	Comprehensive Planning (pay annually)
Price	$60.00 per Month.	$599.00 per Year.	$300.00 per Month.	$2,400.00 per Year.
	Select	Select	Select	Select
Scheduled Monthly Check-in
Anytime Check-in Calls
Investment Risk Analysis
Portfolio Metric Report
Household Budget Creation and Monitoring
Short Term Goal Assessment
Credit Review
Long Term Goal Assessment
Year-over-Year Cash Flow
Year-over-Year Balance Sheet
“What-If” Modeling
Wills and Trust and POA Review
Simple Business Contracts
Family Meeting Facilitation

	Select	Select	Select	Select

Monitored Planning (pay monthly)

$60.00 per Month.

Monitored Planning (pay annually)

$599.00 per Year.

Comprehensive Planning (pay monthly)

$300.00 per Month.

Scheduled Monthly Check-in
Anytime Check-in Calls
Investment Risk Analysis
Portfolio Metric Report
Household Budget Creation and Monitoring
Short Term Goal Assessment
Credit Review
Long Term Goal Assessment
Year-over-Year Cash Flow
Year-over-Year Balance Sheet
“What-If” Modeling
Wills and Trust and POA Review
Simple Business Contracts
Family Meeting Facilitation
:

Comprehensive Planning (pay annually)

$2,400.00 per Year.

Money Is A Tool For Happiness

Just because you have a hammer doesn't mean you are a carpenter.
Just because you have money doesn't mean you are happy.

Organize

Gathering your financial data is hard. We can show you what data to get how to organize it, and what it all means for your future.

Prioritize

We will help you set goals. Together, we'll figure out what's reasonable, the path, and the needed steps. All of this will be brainstormed, written down, and reviewed.