Focused Financial Planning.
Receive advice with your best interests in mind.
Our Focused Financial Planning Services.
Maybe you have your finances in good order yourself and don’t have a need for a complete Comprehensive Financial Plan, but there’s just one big issue that you really want a professional opinion on. The Focused Financial Plan allows you to get the help you need for the problem you face without investing unnecessary time and money in an entire Comprehensive Financial Plan.
What this service includes:
We have Goal Focused Discussions
Full discussion regarding the client’s short-term and long-term financial goals, including the client’s personal values, current pain points and immediate needs.
Your Financial Situation Analysis
Analysis of the client’s entire
current financial situation.
Your Focused Financial Plan
Completion and delivery of a financial plan focusing on one of the six sections of a financial plan: cash flow management, investment planning, tax planning, retirement planning, risk management and insurance planning, or estate planning, done to match the client’s goals and values.
Step-By-Step Guidance
A list of next step items to give the client a step-by-step guide on making both immediate and long-term changes toward the success of their focused plan.
We Explain Your Plan & Answer Any Questions
A half-hour call with a financial planner where the focused plan is delivered and explained in full.
Post Plan Guidance
Three months of access to a financial planner to provide assistance with full understanding of the plan and guidance for implementing various items on the Next Steps list, including two scheduled follow-up calls.
The Benefits as a Result of our Focused Financial Planning.
Reduce anxiety about the financial problem causing you the most concern.
Feel better from the knowledge that you have a plan to address your most pressing needs.
Avoid the mental exercise of fending off a financial products sales pitch.
Fully Transparent Pricing. Zero Hidden Fees.
Individuals
$795
Monthly Retainer: $35/month
Household (Two Partners)
$1,295
Monthly Retainer: $55/month
Keep Us Close. Consider a Monthly Retainer.
Have ongoing access to a financial planner for advice and assistance with your finances.
Discuss major purchases prior to making them to see how they will affect your cash flow and the ability to achieve your future financial goals.
Discuss life changes such as a job change, marriage, divorce, birth or adoption of a child, inheritance, starting a business, etc. and see how those changes will affect your financial goals with assistance in planning for them in advance.
Get help with seemingly minor financial decisions as they arise rather than making an unconfident decision or waiting for “something more important” to come up before asking for help.
Three annual guaranteed touchpoints scheduled with a financial planner to update short-term and long-term financial goals, review the progress of your plan, and update investment or debt repayment projections.
Why Our Clients Trust Blue Spruce Financial.
Laurie M.
Individual Financial Client
I want to thank you for changing my life. Sounds so corny, but it’s true.
Your time and effort in putting together a financial plan for me has made a huge impact. Peace of mind is the best feeling, and the timing could not have been better with interest rates and costs for everything just going up and up.
Vanessa L.
Household Financial Client
You have taken the time to understand our financial goals and have created a plan that works for us. My spouse and I have vastly different risk tolerances and financial knowledge. With other companies and advisors, we never felt their cookie cutter approach really fit our family’s needs and goals. What you have created for us is a plan that is suited to our family’s needs, backed by a planner who listens and is easily accessible.