I firmly believe that financial planning is a holistic process; and all of the pieces of your overall financial health are interconnected and dependent upon each other. For that reason, I've designed my comprehensive package to give you full confidence and understanding in where you are at, and more importantly, where you are going with your financial situation.

As an advice only fee-for-service financial planner, I offer fixed priced packages that depend upon the complexity of your financial situation. All prices are agreed upon beforehand. I do not engage with a client if I don't believe that my services can bring value into their lives that far outweigh the fees.

The comprehensive plan covers all of the elements listed below, and includes a comprehensive report and access to a digital version of your plan, with real time task and progress tracking.

One time services:
Client discovery and goal setting
Cash flow and budgeting
Debt Management
Tax Planning Strategies
Major Purchase Planning
Savings and Investment Planning
Retirement Planning
Risk Management
Insurance Analysis
Estate and Legacy Planning

Ongoing Services:
Regular check-ins, plan reviews, adjustments
Cash flow and budget adjustments 
Investment monitoring and strategy adjustments
Retirement planning updates
Tax planning support
Debt and major purchase guidance 
Insurance and risk management reviews
Estate and legacy planning updates
Behavioral coaching and financial accountability
Ongoing education and support

If you are curious about comprehensive financial planning, book a free consultation on my website www.mountainviewplanning.com . This is a free, no commitment no pressure meeting to get to know each other and chat finances. I believe strongly in never engaging in financial planning with a potential client if it isn't a good fit for both parties.

Mountainview Financial Planning

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Mountainview Financial Planning

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