TWO WAYS TO WORK WITH BRIAN
Initial Financial Planning
Build a system that helps support smart financial decisions. The initial financial planning process uses cutting-edge financial software and the professional knowledge of Brian Plain, CFP® to create a personalized system to help your family get the most out of your money.
INCLUDED IN THE INITIAL PLAN:
- Initial get to know you call
- Build the plan with Brian (1-2 in-person or virtual meetings)
- Action steps to implement your plan
Initial financial planning is $1,500.
Ongoing Management & Accountability
Pair your flexible financial plan with ongoing support and accountability. Ongoing financial management keeps Brian Plain, CFP ® and his financial know-how on your team.
INCLUDED IN THE ONGOING PLAN:
- All services in the initial planning package plus implementation assistance & accountability
- Quarterly financial plan updates
- Ongoing planning recommendations
- Unlimited phone and email support
- As-needed, on-demand meetings
Go forward with confidence, always knowing the next step.
Call Brian to set up your free, first call.
YOUR FINANCIAL PLAN COULD INCLUDE:
Cash Flow & Budgeting
Employee Benefit Optimization
Financial Goal Planning
Health Insurance Review
Life Insurance Review
Investment Analysis & Management
Tax Planning Strategies
Student Loan Management
Emergency Fund Savings
Reverse Budgeting Strategies