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About the Plan+ Guidance Plan
If you're ready to take a comprehensive look at your finances without moving your investments from where they are, we're ready to help. This option allows you to receive a comprehensive financial plan and implementation support within a 12-month period all from a highly qualified CERTIFIED FINANCIAL PLANNER™ professional.
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.
$2,397 ($1,198.50 upfront, $1,198.50 at plan delivery with a $200 discount available)
What this plan offers over the 12-months:
- 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
- Help implementing optimization recommendations over the remainder of the 12-month engagement period
- Open-door policy: reach out to us via email or phone for guidance with your finances any time during regular business hours
- Quarterly check-in emails which encourage you to schedule time to connect with your financial planner if needed
- Access to your private financial portal through eMoney ($200 discount available for connecting accounts to eMoney for view-only access)
- Access to Generation Capital Management documents library, seminars, and special events
- A consistent price that doesn't change based on the complexity of your situation
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.
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!