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About the Month-by-Month Basic Guidance Plan
You might feel like you need help getting your finances in order, but aren't ready to commit to a full financial plan.
That's okay! The genPOWERMENT by Generation Capital Management Month-by-Month financial guidance option allows you to work with a Certified Financial Planner
professional to clean up your finances or help you take them to the next level.
$177 per month no commitment, cancel any time
What this plan offers:
- One meeting with your financial planner each month that you're subscribed
- A monthly email reminding you to schedule your discussion with your financial planner each month you're subscribed
- An action plan based on your monthly conversation which outlines straightforward steps to help you achieve your goals
- Weekly accountability checks and encouragement for making positive change
- Access to office hours with John Howe-Wemett via Zoom
- Access to Generation Capital Management documents library, seminars, and special events as they're offered
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.
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.
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.
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.
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!