Gain Financial Peace of Mind and Let Us Be a Part of Your Story
You can think of us as your guide
You can think of us as your guide
Think of the financial planning process as a life story. You are the main character in this story, and we at One Day Advice serve as your guide. Think of us as the Hermione to your Harry Potter, the Haymitch to your Katniss, the Robin to your Batman, the…. I think you get the point.
Below, you will find a description of the financial planning journey, as well as examples of possible topics that financial planning may cover.
Since everyone is unique and different, why would we give you advice without getting to know you first!
We will meet (virtually or in-person) to discuss where you are now, where you want to go, and help you uncover what’s truly important in your life.
We’ll gather all the relevant and necessary information needed to make an informed comprehensive plan. As your trusted guide, we have to understand your current situation and where you want to go. The more you let us into your life, the more you will get out of our time together.
We will analyze and evaluate your current financial situation, and assess your strengths, weaknesses, opportunities, and threats (S.W.O.T. analysis).
We’ll present to you a living and breathing plan with recommendations on how you can become a boss of your financial life. Living and breathing you say? By this we mean that as your life and priorities change, your financial plan should change with you.
We will help you implement these recommendations and be your accountability partner.
Establish your own relationship with a CFP® who will get to know you and your unique situation. They will work with you to design a financial life plan using the process mentioned in the financial planning journey above. Because you’ll have a continuous relationship with someone who knows YOU, you won’t have to start from scratch every time you need some guidance or assistance.
Service Includes...
Additional Info: This service is charged in the form of a subscription that ranges based on your determined net worth. Since we are confident our ability to deliver true value, there is no required length of contract. We want to earn your business and provide you with the value you deserve. If you would like to know your personalized rate, please Contact Us.
Do you have more than $500,000 worth of investable assets that you’d like us to manage for you? If so, you may qualify to receive our comprehensive financial planning services at no additional cost. Simply refer to our Wealth Management services for more information on pricing.
*Depending on your payment plan, there may be an up-front fee to cover the first 90-days. There are situations where this fee may be waived or reduced.
For those not yet ready to establish an ongoing relationship with a Certified Financial Planner™ but still want professional guidance around what they can do NOW to optimize their finances. Your dedicated CFP® will work with you to design a financial life plan that you can execute today.
Service Includes...
While we are able to do our best work with people looking to establish a long-term relationship, we understand that you may not be at a place financially where you can make that commitment. We are able to offer short-term packages that can be tailored to your specific needs. This may be through hourly consulting or a flat fee that's based on complexity and an anticipated time spent. Please inquire with us directly as we are only able to offer these services on a limited basis and may have a current waiting period to ensure that we continue to provide our ongoing clients with an industry-leading level of service.
Get Started
