Our advice relationship begins with your story. We need to understand where you are today before we solve ‘how do we get to where we want to be’. We’ll help you organize all things financial. From there, we’ll do a careful review and analysis, ultimately allowing us to create an action plan tailored to your unique situation. Along the way we want to educate and empower you with the confidence to make future financial decisions. Here’s what to expect.
We offer the following three solutions:
Focused Financial Session
What you can expect:
- A focused, 60-minute virtual meeting with a Certified Financial Planner™
- Guidance tailored to your specific question(s) or goals – no product sales
- Actionable next steps you can implement immediately
- An emailed summary of key takeaways and recommendations after the meeting
- Option to apply the session fee toward future ongoing services (if you choose to continue)
Most suitable for:
Someone seeking professional advice without a long-term commitment
- Younger professionals wanting to confirm they’re on track with saving, investing, and goal planning
- Those nearing retirement who want a second opinion on their plan or investment strategy
- People navigating a major financial transition (retirement, job change, inheritance, etc.)
- DIY investors wanting validation that they’re on the right track
- Anyone needing clarity on a specific issue (tax planning, cash flow, investments, retirement income, etc.)
Your Investment:
$300
✔️Use link below to schedule a meeting – a Zoom link will be created
✔️Pay for the session
✔️As we meet, you may share your screen to help with your question(s)
One-Time Financial Planning
What you can expect:
- Creation of your financial plan
- Explore any planning topics through our defined process
- Access to planning tools
- Personalized summary of advice recommendations and action item report
- Links to relevant educational material
- Engagement period 2-4 months (concludes after a 30-day checkup to see how implementation is going)
Most suitable for:
- Young professionals, in the accumulation phase of their financial lives
- Someone who has identified a single planning topic need (Project relationship)
- In the Orlando area or nationwide, virtually
Your Investment:
On average, between $3,000 - $4,500.
I base the fee on the time involved (at $300/hour), and consider the complexity, research, and resources needed to deliver a complete plan. It will be agreed upon in advance.
FFP collects a portion of the fee in advance with the remainder due upon completion of the services.
Ongoing Financial Planning
What you can expect:
Creation of your financial plan
Explore all planning topics through our defined process
- Access to planning tools
- Personalized summary of advice recommendations and action item report
- Links to relevant educational material
- Year-round engagement (three formal meetings – beginning of year, early summer, and late fall)
- Unlimited communication via email, phone, and text
Most suitable for:
Retired or within a couple years of retiring
Someone looking for a partner that will be with them every step of the way
Someone who values the ability to communicate with their expert advisor throughout the year
In the Orlando area or nationwide, virtually
Since we charge a flat fee, this service is generally most cost-effective for those with investable assets in excess of $750,000.
Your Investment:
$6,000
FFP collects a portion of the fee in advance with the remainder paid quarterly.
Planning Topics:
Goal Planning – We’ll help set, define, and strategize specific financial objectives you want to achieve short, mid, and long term.
Cash Flow & Debt Management – We’ll analyze your cash inflows and outflows to ensure we can meet financial goals.
Risk Management – We’ll identify, assess, and prioritize potential risks that could negatively impact your financial well-being. We’ll strategize how best to minimize, transfer, or mitigate these risks.
Retirement Planning – We’ll strategize a smooth transition with financial stability to sustain your desired lifestyle, anticipate future costs, and ensure that savings and investments are managed effectively.
Investment Strategy – We’ll position your investment portfolio to optimize returns, manage risks, and ensure your goals are met within a particular timeframe.
Tax Planning – We’ll create a strategy for efficiently minimizing tax liability over one’s lifetime.
Estate Planning – We’ll strategize the transfer of wealth upon death or incapacitation. Making sure your wishes are fulfilled while also addressing financial efficiency to reduce taxes and expenses for beneficiaries.