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About the Plan-Only Option
While we believe that Plan+ (a financial plan plus a year of implementation support) is the best option for most people who need our help, we recognize that some might just want us to put together a financial plan for them.
So, we created this option to meet that need.
We'll address your spending, saving, emergency fund, retirement plan, debt management, tax situation, risk profile, insurance, estate plan, and anything else that has to do with your money. What you do after we present the plan is up to you!
$1,197
What you can expect with this option:
- Initial goal-setting meeting where we discuss what success in the program looks like to you
- Fact-finding process where we create your financial profile
- Development and presentation of a financial plan document within the first two months of participation
- A customized written summary of financial plan findings and optimization recommendations
- Access to your private financial portal through eMoney
- Access to Generation Capital Management documents library
- A consistent price that doesn't change based on the complexity of your situation
If you’re looking for just a financial plan without any implementation support, we can do that for you.
Our qualified CERTIFIED FINANCIAL PLANNER™ professional will put together a financial plan document and present it to you providing key insights and recommendations.
And it’s still only one fixed fee regardless of complexity.
As part of our mission to increase access to high-quality financial planning from a qualified CERTIFIED FINANCIAL PLANNER™ professional, we offer the ability to purchase a full financial plan plus a year of financial planning support. We call it Plan+.
You pay one flat fee (half upfront, half at time of plan delivery) regardless of how simple or complex your financial situation is.
This option is our best value. It combines our financial plan creation services and our one-year financial planner on call service.
Do you want to be able to pick up the phone and speak with a CERTIFIED FINANCIAL PLANNER™ professional any time during our regular business hours but aren’t ready for a financial plan?
Our Financial Planner On Call service allows you to have access to our financial planning services for a full year without the need to put together a financial plan.
While we believe that everyone can benefit from a full financial plan, we recognize that you might not be ready to commit right now. That’s why we created a basic month-by-month option.
Utilizing the genPOWERMENT by Generation Capital Management platform, you’ll work with our CERTIFIED FINANCIAL PLANNER™ professional on a monthly basis to address your financial concerns and get to know us.
There’s no commitment—you can cancel at any time.
There may be a situation where an individual or family needs some time with a CERTIFIED FINANCIAL PLANNER™ professional without an ongoing relationship. We have a solution for that.
We offer our financial planning services at an hourly rate to help you work through whatever is challenging you. It could be anything from doing a deep-dive on your budget, to having someone help you navigate the execution of an estate, all the way to putting together a financial plan. We’re happy to help however you need us to!