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.
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
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It’s designed, and ideal, for individuals and couples in their 20s, 30s, and 40s.
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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.
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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.
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Absolutely! I work mostly remote/virtually.
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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.
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Click the “Start Here” button above!