Limited One-Time Financial Plan

This one-time plan is designed to be a basic review of your financial situation accompanied with actionable recommendations. It’s “limited” in the sense of depth and time period it’s offered. If you want a more extensive financial plan then check out my other one-time financial plan offering.

Be sure to review the FAQs at the bottom of this page.

Limited One-Time Financial Plan

Topics covered:

Cash Flow (Income & Expense)

Savings

Debt (basic)

Investments

Retirement

Taxes (basic)

Insurance

Estate (basic)

Estate Planning Documents* (optional)

Cost*: $500 for individuals & $750 for couples

* An optional $100 fee for access to Wealth.com, an estate planning platform that assists in making estate planning documents such as: a Will, Power of Attorney, Trust, Healthcare Directive, and more. I, nor Wealth.com, are attorneys. The platform is to help craft estate planning documents.

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The Process

Step 1: Complete Jotform (Click on “Start Here” button)

Step 2: Sign client agreement, pay financial plan fee, set up Right Capital account

Step 3: Schedule introductory meeting and gather/upload data

Step 4: Have introductory meeting

Step 5: Donovan crafts financial plan

Step 6: Donovan presents financial plan via recorded video

FAQs

  • It’s designed, and ideal, for individuals and couples in their 20s, 30s, and 40s.

  • You can expect to receive: an introductory meeting, a financial plan with recommendations, a video presentation of your plan, and 30 days of follow up support via email.

  • Things that aren’t included in this offering: an ongoing relationship of advice and recommendations, an extensive tax analysis, an extensive equity/stock comp analysis, an extensive student loan analysis, and an exhaustive compressive plan in general.

    If you’re interested in a more thorough financial plan then check out my other one-time financial plan offering.

  • Until the end of 2023. I may extend it into early 2024 but no promises. If you start the process at any time in 2023 then you’re safe to receive your plan.

  • Absolutely! I work mostly remote/virtually.

  • The past year has personally been tumultuous. This has resulted in me not serving the amount of people that I’d like to. This is a way to impact more people, including those outside of my “typical” clients.

  • Click the “Start Here” button above!

Are you ready to prosper with purpose?

Start your financial planning process today!

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