Our Services
Self-Directed Financial Plan
Build Your Own Financial Plan
Empower yourself with our innovative planning software to build you own Self Directed Financial Plan. Discover if you're on the right path to achieve your financial aspirations, uncover tax-saving opportunities, and craft a comprehensive budget and cash flow analysis
2 Payments of $250
Plus $30 per month
You will receive:
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Initial Plan
3-Month Access to the platform
2 - 1 hour sessions with an Advice-Only Planner
Email Support
You will gain:
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Continued access to the platform
Email Support
Cancel Anytime
Customized Financial Plan
Work with an Advice Only Financial Planner
Work with an experienced Advice Only Financial Planner to create a customized plan specific to you. Find out if you are on track to reach your goals, if you are invested in the right mix of investments for your risk tolerance, and what you need to do to feel financially healthy.
2 Payments of $500
You will receive:
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Initial Plan
3-Month Access to the platform
Dedicated Advice Only Financial Planner
4 - 1 hour sessions with an Advice-Only Planner
6-month check-in
Email Support
Plus $50 per month
You will gain:
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Continued access to the platform
Semi-Annual check-ins
Changes to your plan as life changes
Cancel Anytime
Holistic Financial Guidance
Work with a Certified Financial Behavior Specialist
2 Payments of $1000
Create a detailed financial and retirement plan customized for you. Learn about your biases and beliefs about money and finances to delve deeper into why you make the financial choices you make. Receive ongoing coaching to help you feel confident in your financial decisions.
Plus $100 per month
You will receive:
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Initial Plan
6-Month Access to the platform
Dedicated Advice Only Financial Planner
Dedicated Certified Financial Behavior Specialist
8 - 1 hour sessions with Lori Curtiss CFP CFBS
2 Financial Psychology Assessments
6-month check-in
Email Support
You will gain:
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Continued access to the platform
Semi-Annual check-ins
Continued Financial Coaching
Changes to your plan as life changes
Cancel Anytime
Other Services
Do-it-yourself Financial Planning Access to our innovative financial planning software and YouTube videos designed to assist you. $15/month, cancel anytime
General Financial Planning or Coaching Do you have any general financial inquiries or require coaching to enhance your understanding? Please reach out to me to determine how I can assist you! $250/hour