Plan With Whitney

Invest In Future You

Here’s how I can help.

 
 
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 The Freedom Plan

The most comprehensive Financial Planning package including:

·         A 60 minute Initial Discovery Meeting via video conferencing, where we will talk more in depth about:

o    Money Mindset and Financial Independence Retire Early (FIRE) Philosophy

o    Financial Goals and Concerns

o    Merging Finances as a Couple (If Applicable)               

  • A 75-90 minute Recommendations Meeting, which includes all service offered in The Strategy Plan, plus:

    • Recommendations for checking and savings accounts, as well as a credit card that will best fit your needs and match your goals.

o    Establishing your Estate Planning Documents - including Will, Power of Attorney and Living Will through Legalzoom. ($200 value).

o    Unlimited e-mail support for 6-months after plan is complete

Average Package Price: $1,500

Pricing may vary depending on complexity of case. To learn your specific pricing, schedule a free 15-minute consult below.

The Strategy Plan

A 30 minute Initial Discovery Meeting via video conferencing, where we will talk more in depth about:

    • Financial Goals and Concerns

    • Merging Finances as a Couple (if applicable)

A 75-90 minute Recommendations Meeting, which includes all service offered in The Cash Flow Plan, plus:

    • A summary of your current net worth, goals, action items.

    • An Investment Analysis - A full analysis of your current stock market investments to determine hidden fees, diversification, potential tax implications and duplicate holdings.

    • Access to my network of experts, including Professional Coaching, Accountants, Insurance Experts, etc.

    • Unlimited e-mail support for 3-months after plan is complete.

Average Package Price: $1,000

Pricing may vary depending on complexity of case. To learn your options and ask questions, schedule a 15-minute consult below.

The Cash Flow Plan

·         A 60-75 minute video conference or in-person planning session using the Money Map Calculator:

o    Real time look into your financial life, exposing how much you’re spending and specific changes you should make as soon as today. This session will look at where you are and provide exact spending targets for:

§  Bills – Learn what you should be spending on car, house, phone and other household expenses.

§  Savings – Determine your monthly savings amount and set up on the spot automation.

§  Debt – Design a debt payoff plan, ensuring you are paying off debt as efficiently as possible.

§  Investments – Maximize your investments by ensuring you are sending money to the correct accounts (IRA, 401K, Brokerage, Etc)

  • This is an implementation session specifically designed to create a cash flow plan to help achieve all your goals.

Package Price: $500

To get started or ask questions, schedule your introductory consultation below. Note: This is a free call not included in your paid session.

The Check-in

·         A 45-minute phone call to discuss your most pressing financial concerns. Sometimes you just need to talk about a couple things before you are able to confidently move forward with your finances

o    Note: This does not include access to the Money Map Calculator

Package Price: $250

To get started or ask questions, schedule your introductory consultation below. Note: This is a free call not included in your paid session.

 
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