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Financial Planning & Coaching Packages

We provide customized, objective wealth management and financial planning to grow, manage, and preserve wealth. Financial planning is more than just investing. We align vision, passion, and values with life actions.

Whether it’s to buy a home, secure retirement, or leave a legacy, we design strategies to get our clients there.

We’re the conductor that keeps everything on track.

Our planning process helps

Allow proactive decision-making

Each package is centered around an easy-to-use, collaborative and secure financial portal that combines all financial data in one place.  The portal has a corresponding mobile app that can show account balances, asset allocation, review budget, categorize transactions, and more!

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Financial Checkup - $600 Flat Fee

Physical wellness. Emotional wellness. Financial wellness.


A financial checkup is just as crucial as your physical and emotional health. It's a good idea to check up and check in on your financial health at least once a year especially after major life events.

 

Rather than avoiding what we may fear or simply don't want to hear, it's a good first step toward a "yearly physical." This isn't about beating yourself up, weighing what you did wrong or right -- or perhaps failed to do -- it's about reassessing and recharging. It's an opportunity to adjust certain things as you move forward.

Create a financial inventory & personal net worth statement

Identify big financial concerns

Complete a risk assessment survey & review of current investment allocation

Discuss pressing financial concerns including topics such as:

organization strategies, prior-year tax return, credit report, employee benefits, insurance coverages, college savings, and basic estate planning.

A "checkup" will result in a one-page summary with net worth and action steps. You will also receive access to spending analysis, online budgeting and financial portal for one year.

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Financial Planning with Ongoing Coaching - $500 First Month / $200 Monthly After

Ideal for individuals and families who are going through life changes such as starting a new job, buying a home, having a baby, divorce, or nearing retirement. You want a more in-depth review and proactive strategy. A broad financial plan including monthly support. We help define your vision and goals and then create a concrete strategy with actions steps to get there.

90 minute initial discovery meeting (video conference, phone conference, or in-person)

Identify & prioritize financial goals/objectives as well as challenges

Creation of plan and strategy to meet goals

Estate planning strategies

60 minute follow up meeting to present plan with recommendation and action steps

60 minute semiannual follow-up meeting to reassess goals

30 minute monthly check-in sessions via video or phone conference

Unlimited access to online budgeting, spending analysis and financial planning portal with advisor support

Unlimited e-mail support

Minimum 12 months.

Ongoing Financial Coaching - $300 First Month / $125 Monthly After

Ideal for anyone who may have done some planning and/or wants an advisor on call for monthly advice to help keep them accountable and on track.

60 minute initial video or phone conference get to know you meeting

Identify & prioritize financial goals/objectives as well as challenges

30-45 minute monthly sessions via video or phone conference with a team member

60 minute semiannual follow-up meeting to reassess goals with advisor/planner

Unlimited access to online budgeting, spending analysis, and financial planning portal with advisor support

Unlimited email support

Minimum 6 Months

Advanced Financial Planning with Ongoing Coaching - $500 First Month/ $250 Monthly After

Our most complete package, it’s designed for clients who are interested in a full in-depth analysis of their financial situation including budgeting & spending, asset & income protection, wealth accumulation, and estate planning strategies.

90 minute initial discovery meeting (video conference, phone conference, or in-person)

Identify & prioritize financial goals/objectives as well as challenges

Examination of current financial picture including overall net worth, cash flow, investments accounts, and insurance gap analysis

Creation of plan and strategy to meet goals

Estate planning strategies

Tax return reviews

Oversight of investment accounts held at other institutions

Investment management of assets held by SDA Wealth Strategies up to $75,000

 Preparation of basic federal and state tax returns (optional)

60 minute follow up meeting to present plan with recommendation and action steps

 30 minute monthly check-in sessions via video or phone conference

60 minute quarterly follow-up meeting to reassess goals

Unlimited access to online budgeting, spending analysis and financial planning portal with advisor support

Unlimited e-mail support

Minimum 12 Months