The Essentials Planning Bundle – Trio or Six-Pack

Build your financial future, your way.

Our Essentials Bundles offer 3 or 6 personalized 1:1 planning meetings where you choose the topics that matter most to you. Whether you’re navigating tax strategies, building a retirement roadmap, securing your estate, or exploring investments, these sessions are built around your goals—not a one-size-fits-all plan.

Choose from topics including:

• Goal Planning

• Estate Planning Basics

• Retirement Planning & Strategies

• Risk Management (Insurance, Emergency Funds & More)

• Tax Planning

• Investment Planning 

How it works:

• Pick the 3 or 6-session pack.

• Book at your pace—monthly, biweekly, or as needed.

• Get expert guidance with practical next steps after each session.

Perfect for individuals or couples who want flexible, accessible, and customized financial coaching without committing to a long-term retainer.