Packages and Fees Service Standards & Benefits We offer a holistic financial planning approach to help you maintain your overall financial health and accomplish multiple (and competing) financial goals. Whether it’s a more comprehensive financial plan or a specific planning need, our services always align with your current priorities, including ongoing review and monitoring. Financial Planning & Consulting Packages Depending on your situation and needs, feel free to choose from the topic areas listed in the packages, or customize your own focus areas. Hours will be estimated and proposed on a project-by-project basis, prior to the start of any work. Schedule a Meeting to Learn More! Financial Planning Process When we customize your plan, we will also customize a timeline based on complexity of the plan. Here is a sample timeline for our Core Plan.