WORK WITH BRIAN
Initial Financial Planning
Build a system that helps support smart financial decisions and answers your self-employment questions.
We pair cutting-edge financial software and the professional knowledge of Brian Plain, CFP® to create a personalized system to help your family plan better so you can live better.
INCLUDED IN THE INITIAL PLAN:
- Initial get to know you call
- Build the plan with Brian (2 to 3 in-person or virtual meetings)
- Action steps to implement your plan
Initial planning starts at $1,800.
Implementation & Accountability
Pair your flexible financial plan with ongoing support and stay focused on your business and life goals. Ongoing financial management keeps Brian Plain, CFP ® and his financial know-how on your team.
INCLUDED IN ONGOING PLANNING:
- All services in the initial planning package plus ongoing implementation assistance & accountability*
- Quarterly financial plan updates
- Ongoing planning recommendations
- Unlimited phone and email support
- As-needed, on-demand meetings
Protect your lifestyle.
Set up your complimentary call.
YOUR FINANCIAL PLAN COULD INCLUDE:
Cash Flow & Budgeting
Strategic Business Planning
Financial Goal Planning
Health Insurance Review
Life Insurance Review
Investment Analysis & Management
Tax Planning Strategies
Student Loan Management
Emergency Fund Savings
Reverse Budgeting Strategies