Ultimate Financial Planning Package

Our most popular package! Work one on one with Angela through all of the major areas of your financial life starting with the fundamentals like budgeting and spending all the way through to wealth accumulation and estate planning discussions. 

  • Budget: Income & Expenses
  • Spending Plan
  • Virtual Meetings or Face to Face
  • 12 Months Ongoing Guidance & Implementation
  • Building a Strong Financial Foundation
  • Employer Benefits Review
  • Retirement Planning
  • Financial Planning Portal 
  • Investment Analysis & Strategy 
  • Estate Planning Analysis: Wills, Titling & Trusts
  • Retirement Income & Cash Flow Planning
  • Social Security Review & Optimization
  • Education on Investments
  • Document Vault for Wills & Important Documents
  • Goals-Based Milestones Strategy
  • Debt Elimination Analysis & Strategy
  • Student Loan Repayment Strategy
  • Wealth Accumulation Strategy & Savings Hacks
  • Insurance Review
  • Out of the Box College Funding Planning
  • Tax Analysis & Tax Planning
  • Bonus: Special Online Financial Course