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)

General Services

  • Access to interactive 24/7 financial planning tools.

  • Access to secure cloud-based storage for critical documents.

  • Access to Flowering Financial University (Coming Soon!)

Optional Services

Retirement Planning

  • 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

Tax Services

  • Two year individual tax projections

  • Estimated tax payments & withholding analysis

  • Tax minimization strategies

  • Capital gain tax planning

  • Referral for trusted tax preparation services

Investment 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

Contact Us Today

How Much?

$1,000 - $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*