Financial Planning

  • Financial Planning: Budget And Cash Flow Blueprint

    Investment: $75 (Couples: $100)

    Stuck in Budget quicksand? Get the Budget and Cash Flow Blueprint!

    Stop the financial struggle! Upload your bank statements & bills, and we'll analyze your spending patterns. You'll receive a personalized Budget and Cash Flow Blueprint document - no calls needed - showing you exactly how to get back on track financially.

    The Budget and Cash Flow Blueprint is perfect for:

    Busy individuals who need a financial reset.

    Those overwhelmed by creating a budget from scratch.

    Anyone wanting to understand their spending habits and take control.

    Get clear, actionable steps to:

    Identify hidden money leaks.

    Optimize your cash flow.

    Reach your financial goals faster.

    Start building your financial future today! Upload your documents for the Budget and Cash Flow Blueprint!

    *Do expect some request for additional information or clarification upon sending your documents over. After you receive your budget analysis, email support is limited.

    Budget + Cash Flow Plan delivered within 7 Business Days after all information is received. With a recording talking you through your budget!

    *Here are the document types to submit - Click here.

  • Financial Planning: Basic Build

    Investment: $175 (Couples: $250)

    30-minute Onboarding and conversation about your financial goals and what your financial roadmap looks like!

    Before our call: Answer insightful questions to gain self-awareness about your finances.

    During the session: We'll discuss your goals, challenges, and habits to develop a personalized plan.

    5 Business Days After Our Session: Receive a 3-page summary of your plan with actionable steps and key takeaways. And a recording walking you through your plan!

    This session is for you if:

    You're busy and need quick, focused guidance.

    You want a starting point for your financial journey.

    You face a specific financial challenge and need tailored advice.

    Beyond the session:

    Limited monthly email support: Get your questions answered and receive ongoing support for 1 month after your plan is complete.

    Note: This service does not include budget and cash flow planning.

    **Need to know what documents to send me before our session? Click here.

  • Financial Planning: Basic Build +

    Investment: $275 (Couples: $350)

    Need to talk to me twice a year? This could be the plan for you!

    What the Basic Build gives, but more!

    You get 30 minutes to chat about your road map before and then a 6-month follow-up chat to check in on the traction, 30 minutes via Zoom as well.

    Goal refinement: We'll revisit your financial goals and refine them to ensure they are both ambitious and achievable.

    Advanced strategies: We'll explore more sophisticated strategies for achieving your goals, such as debt reduction tactics, investment diversification, and more!

    Personalized action plan: We'll develop a tailored action plan with specific steps and timelines to guide you toward your financial dreams. Also, a recording of your plan and other resources to allow your roadmap to be tactical. Depending on Financial Goals/Plans - up to 5 pages.

    This session is ideal for:

    Individuals seeking more comprehensive financial planning and guidance.

    People ready to commit to ongoing financial improvement and monthly support.

    Beyond the session:

    Limited monthly email support: Get your questions answered and receive ongoing support between sessions after you receive your completed plan. And more things to come!

    *Here are the documents to send before our session! Click here.

Book

Our Funds Focus:

The Brands And Bands service areas encompass a wide range of essential financial planning elements, including:

  • From the stock market to Retirement to even Cryptocurrency, we offer personalized education and recommendations. Also, work with you to set up those accounts and more (rollover implementation).

  • Your budget impacts you now and your cash flow later. Understand your spending and income to create a better money system. Use Monarch Money to monitor your progress.

  • Move from seeing it as a dirty work to building a clean plan to crush it!

  • Passive Income is more than a buzzword, we help you understand your options and how to find the right one for you!

  • From 529s to UGTMA/UGMAs, we will work together to actually do financial planning for your kids/relatives

  • Take your financial goals to see gains for your future. More than HYSAs or CDs, it’s stack-care!

  • Working in financial services and building brand messaging, campaigns, and content would give a major layer up to not only what people see on social media but in real life about learning and leveraging their money (speaking, educating and developing content/courses).