PROJECT BASED
FINANCIAL PLANNING
Worried about someday but have some questions about the financial planning process? Let us introduce you to the benefits of having a partner by your side as you tackle your most pressing financial concerns without a long-term commitment.
PROJECT BASED FINANCIAL PLANNING OVERVIEW
Project based financial planning is ideal for clients who would like to get answers to their most pressing financial questions or concerns without the long-term commitment. It can also be a good fit for those clients new to or uncertain about financial planning as it provides a low-risk, behind-the-curtains look at the process.
As outlined below, we offer two types of project based financial planning, Financial Checkup, a one-time consultation to answer your highest-priority questions and Stand-Alone Financial Plan, a broad-based multi-component financial plan.
If you are looking to work with us on an ongoing basis, learn more about our wealth management services here.
As outlined below, we offer two types of project based financial planning, Financial Checkup, a one-time consultation to answer your highest-priority questions and Stand-Alone Financial Plan, a broad-based multi-component financial plan.
If you are looking to work with us on an ongoing basis, learn more about our wealth management services here.
FINANCIAL CHECKUP
STAND-ALONE FINANCIAL PLAN
FINANCIAL CHECKUP
A single meeting lasting up to two hours
This one-time consultation will answer 2-3 of your most pressing questions or concerns. We provide you with a summary of topics discussed, a recommended action plan and the know-how to implement your plan. Prior to our meeting, we will schedule a complimentary 30-minute consultation to preview your questions and request any necessary documents.
If you decide to work with Someday Advisors on an ongoing basis, half of the fee will be applied toward your wealth management services.
This one-time consultation will answer 2-3 of your most pressing questions or concerns. We provide you with a summary of topics discussed, a recommended action plan and the know-how to implement your plan. Prior to our meeting, we will schedule a complimentary 30-minute consultation to preview your questions and request any necessary documents.
If you decide to work with Someday Advisors on an ongoing basis, half of the fee will be applied toward your wealth management services.
STAND-ALONE FINANCIAL PLAN
2-3 meetings and a customized financial plan
A financial plan takes an in-depth look into all aspects of your personal finances and helps guide vital decisions that impact your wealth. After 2-3 meetings to discuss your priorities, we develop your Stand-Alone Financial Plan to summarize your highest-need priorities, such as:
A financial plan takes an in-depth look into all aspects of your personal finances and helps guide vital decisions that impact your wealth. After 2-3 meetings to discuss your priorities, we develop your Stand-Alone Financial Plan to summarize your highest-need priorities, such as:
- Cash flow and debt management
- Budget and savings needs
- Investment policy and asset allocation
- Insurance needs
- Retirement planning
- Estate planning
OTHER SERVICES
FINANCIAL
PLANNING
Live the life you desire both now and in the future by partnering with us to design a plan for your finances rooted in your goals, values and vision.
INVESTMENT
CONSULTING
Protect and grow your wealth with our goal-focused and planning-driven investment strategy intended to minimize risk and maximize returns.
RELATIONSHIP
CULTIVATION
Achieve optimal outcomes through a trusted relationship built on our understanding of behavior finance and commitment to compassionate communication.
READY TO TAKE THE FIRST STEP?
We look forward to meeting you and hearing how we can help you.