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MINDFUL PLANNING THAT RESONATES WITH YOUR LIFE

Work with Brian and build a plan that fits your values and empowers your life.



TWO WAYS TO WORK WITH BRIAN


PLAN 1:

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 Plans Start at $1200

PLAN 2:

Ongoing Management & Accountability

Pair your flexible financial plan with on-going 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
  • Quarterly financial updates and planning recommendations
  • 
Unlimited phone and email support

  • As-needed, on-demand meetings

Ongoing management is available through an annual contract, billed quarterly. Start with an initial plan and if you choose to upgrade, the planning fee is applied to your first quarter’s management fee.


Go forward with confidence, always knowing the next step. 

Call Brian to set up your free, first call.


SCHEDULE A CALL



YOUR FINANCIAL PLAN COULD INCLUDE:


Cash Flow & Budgeting
Debt Management
College Savings
Employee Benefit Optimization
Financial Goal Planning
Health Insurance Review
Life Insurance Review
Investment Analysis & Management
Retirement Planning
Tax Planning Strategies
Estate Planning
Student Loan Management
Emergency Fund Savings
Major Purchases
Reverse Budgeting Strategies


Don’t hold back. Let your money empower you to create the life you want. 


TALK WITH BRIAN