Sometimes you just have one question, or maybe two.
What’s keeping you up at night?
Rather than focus on all facets of a comprehensive financial plan, Plant is an one-time financial action plan focused on 1 - 2 of your worries.
Simple. Easy to Implement. Access to state of the art financial technology.
We answer your questions quickly to get you moving in the right direction (and a good nights sleep).
What is included?
Meetings & Communications
Financial Plan Presentation
Check In Meeting (3 Months After Presentation)
Access to interactive 24/7 financial planning tools.
Access to secure cloud-based storage for critical documents.
Access to Flowering Financial University (Coming Soon!)
Retirement plan stressing & Monte Carlo analysis
Social Security optimization
Retirement goal and expense modeling
Employer retirement plan review
Cash Flow Planning
Comprehensive budget design and spending reconciliation
First time home buyer planning
Credit score counseling
Debt reduction planning
Student loan analysis
College and education expense planning
Two year individual tax projections
Estimated tax payments & withholding analysis
Tax minimization strategies
Capital gain tax planning
Referral for trusted tax preparation services
Employer account asset allocation
Stock option strategies
Risk Management Services
Life insurance policy review
Life insurance needs analysis
Recommendations for no-load insurance
Property and casualty insurance review
$2,000 - $5,000 One-Time Fee
Payable in two equal installments by check, credit card, or ACH transfer.
Fee is based on project complexity and agreed upon at signing of financial planning agreement.
Hourly work is also available starting at $175/hour
*Ask for details*