Quick Start

Ideal for first timers who need some planning but don’t know where to start, or just want to test the waters. We will focus on one or two of the most pressing financial concerns of the client’s choice.

What to expect:

Intake Meeting:

  • 60 minute meeting, virtual or in-person if local.
  • Identification of client’s current financial situation, goals, and values.
  • Identification of one or two high-impact financial concerns.

Plan Delivery Meeting:

  • 60 minute meeting, virtual or in-person if local.
  • Delivery of recommendations, action items, and prioritized to-do list.
  • Review of expected outcomes.

Follow-up Meeting:

  • 60 minute meeting, virtual or in-person if local.
  • Check-in to get update on to-do list.
  • Minor revisions to recommendations, action items, and to-do list if needed.

Ongoing Communication:

  • Unlimited email access between intake meeting and follow-up meeting.
  • Unlimited access to educational material provided by Access Financial Planning, LLC.

Fees:

$500 to $2,000 depending on the scope and complexity of the project.

  • Total fee will be determined and agreed upon at the intake meeting.
  • One half the total fee is payable at the beginning of the project and the remainder is payable at the plan delivery meeting.
  • Total fee will be credited toward the up-front comprehensive financial planning fee if client contracts with AFP for comprehensive financial planning services within 90 days of follow-up meeting.

More Services: 

Comprehensive Financial Plan

Comprehensive Financial Planning

Investment Advice

Investment Advice

Investment Management

Investment Management