The Essential
Plan

Your journey to financial confidence starts here. Expert guidance that evolves with your life, giving you clarity and a clear path forward.
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Why the Essential Plan?
Achieving your financial goals isn't a one-time event—it's a journey. The Essential Plan is your starting point, giving you a solid foundation today, with expert guidance that evolves as your life unfolds.

For Busy Professionals

Climbing the career ladder who need financial expertise, without becoming experts themselves.

For Goal-Oriented Individuals

Seeking a clear path to financial independence with actionable steps.

For Couples

Navigating the complexities of merging their financial lives with expert guidance.

For DIY Finance Experts

In need of a second, professional opinion to validate or enhance your approach.

How It Works
Turn your financial dreams into reality, one step at a time.

Step 1

Meet Your Advisor

Get matched with your dedicated CFP® professional. Share your goals and priorities. They’ll be there to help you every step of the way.

Step 2

Build Your Personalized Plan

We analyze all aspects of your financial life to develop a clear, personalized plan built around your goals—with step-by-step actions to help you move forward confidently.

Step 3

Review and Strategize

Your CFP® delivers your custom plan, explains the strategy, answers your questions, and outlines what comes next.

Step 4

Take Action

Your CFP® provides hands-on support helping implement your action items. Start checking off big to-do’s right away.

Step 5

Plan for What’s Next

Get additional Coaching and ongoing email access with your CFP®  to ask questions, check progress, or tackle new decisions that arise throughout the year.

Topics Covered
Get expert analysis across the areas that matter most and find new ways to make your money start working harder for you.

Goal Setting

  • Prioritize your financial goals and create a system for making trade-offs
  • Establish realistic timelines and assess feasibility

Cash Flow Analysis

  • Review income sources and spending patterns
  • Develop a 12-month spending plan
  • Optimize cash returns
  • Establish emergency savings
  • Plan for major expenses

Retirement Savings

  • Maximize 401(k) and IRA strategies
  • Calculate required savings for retirement and/or financial independence
  • Consolidate and align retirement assets

Investments

  • Detail analysis of current investments and asset allocation
  • Get recommendations based on goals and risk tolerance
  • Develop strategies for diversifying overly concentrated positions
What you get

Year 1: Building Your Foundation

  • Written Financial Plan with action items:
    A focused 3-5 page analysis of your top financial goals with an actionable checklist.
  • Custom Financial Model:
    A detailed dashboard of your complete financial picture and specific goals.
  • 90-minute Plan Delivery meeting:
    Dig into our findings and recommendations.
  • Two 60-minute Coaching Sessions:
    Your CFP® will help you implement action items and provide support for any bigger financial questions or decisions that arise throughout your first year.
  • Unlimited email access:
    Get answers to smaller questions about your plan.

Years 2+: Ongoing Expert Guidance

  • Annual Plan Update and Goal Tracking:
    Track progress and plan for the coming year. Get new action items to keep you moving forward and ensure every part of your plan is optimized.
  • Updated Financial Model:
    Reflects your current net worth, cash flow, and additional analyses on specific goals.
  • Annual Investment Portfolio review:
    Recommendations responding to market changes and evolving goals.
  • Two 60-minute Coaching Sessions:
    Get help implementing your action items, track your progress or get answers to your most pressing questions.
  • Unlimited email support:
    Day-to-day questions throughout the year.
Pricing
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Your Dedicated CFP® Professional

The partnership that maximizes your financial potential

Your CFP® becomes your trusted financial partner; understanding your goals, adapting to life's changes, and keeping your money aligned with what matters most. We build a relationship based on expertise and genuine care for your financial wellbeing.

This personalized partnership provides peace of mind through every financial decision point and milestone in your life, allowing you to focus on what you truly enjoy while remaining confident your financial future is in expert hands.