Our Services
A comprehensive plan, built for the decisions you're facing right now.
Not every client is ready for an ongoing relationship. The One-Time Financial Plan gives you a full analysis and a clear, actionable roadmap — everything you need to make confident decisions today, without an ongoing commitment.
One-Time Financial Plan
Some clients simply need a clear, comprehensive plan built once, with a defined roadmap they can implement on their own. This engagement is built for that purpose: a deep, point-in-time analysis of where you stand and what to do next, delivered in a single planning cycle.
A one-time plan is a snapshot, not an ongoing relationship. It gives you clarity and direction today, with the understanding that as life changes, the plan should be revisited..
May include
Comprehensive retirement income planning — how much you can spend and from where
Social Security optimization — timing, filing strategies, spousal coordination
Pension analysis — single life, joint survivor, lump sum comparison
Roth conversion planning and multi-year tax projection
Required minimum distribution planning and sequencing
Medicare planning — enrollment windows, plan selection, IRMAA management
Estate planning coordination — beneficiary review, titling, trust integration
Investment portfolio review and allocation recommendations
Charitable giving strategies — QCDs, donor-advised funds, charitable trusts
Family gifting and wealth transfer strategies
Pricing: One-Time Financial Plan Starts at $1,000