FOCUSED Planning

Welcome to FOCUSED Planning 

If you want more than a "product" discussion, don't look any further.

FOCUSED Planning Includes:

  • Fully Integrated and Customizable Financial Website (see video below) 
  • Full Financial Plan Analysis and Recommendations
  • Debt Analysis 
  • Cash Flow Analysis
  • Insurance Recommendations 
  • Investment Management and Analysis 
  • 4 Quarterly Review Meetings 

We charge an annual flat fee and/or a monthly subscription based upon your needs. Payments are made via Advice Pay, which is our client billing software. 

While our fees are already priced very competitively, if you have extenuating circumstances we urge you to contact us and/or look at our QUICK START Planning. We are happy to work with you at your pace.