Real-Time Financial Planning
$550 per session
Many people carry lingering questions about their long-term financial decisions, but they may not feel ready for a full financial plan. Our live decision-making intensive sessions are designed to help you address those questions now—so they don’t become surprises later.
Real-Time Planning is a focused, limited-scope engagement that assesses your current financial position and delivers clear, actionable guidance on your most pressing questions. It includes a 90-minute, one-to-one session, along with written action steps to help strengthen your path forward.
A live planning session is ideal for questions like:
I’ve just received an inheritance—should I pay down debt or invest?
How can I better manage cash flow, create a budget, and reduce debt?
- Can you help me allocate investments within my 401(k)?
Do I have the right amount and type of life insurance?
How should I prioritize goals and build a savings structure?
How do I plan for future college costs while my children are still young?
We may not cover every issue in a single live session, but we’ll focus on your top priorities and make as much progress as possible. Each session lasts up to 90 minutes and costs $550. When you’re ready to tackle the next set of items, you can schedule additional meetings at a pace that works best for you.
A signed service agreement and a 50% deposit are required to secure your appointment. All sessions are held virtually via video conferencing tools.
Some situations call for deeper analysis and are better addressed through our more in-depth planning services. Examples include investment analysis across multiple accounts, retirement planning when you’re within 10 years of retiring, evaluating Social Security or pension claiming strategies, reviewing existing life insurance policies, considering Roth conversions, and cross-border planning decisions.
We’ll discuss this during your initial meeting so you’ll know right away whether Live Planning is the right fit for your needs.
Begin With An Introductory Meeting
Schedule Your Introductory Meeting
Once you submit the inquiry form below, we’ll reach out to schedule a no-fee introductory session. Ahead of our meeting, we’ll ask you to complete a Confidential Financial Profile so we can come prepared and make the most of our time together. If it turns out your needs fall outside our scope, we’ll gladly help connect you with other professionals who may be a better fit.