Create a College Education Plan

Strategic college cost & funding planning
Average engagement: 2 hours

This package helps families evaluate college options while protecting long-term financial stability.

Includes:

  • Review of college funding resources and cash flow

  • Scenario planning for different education paths and costs

  • Tradeoffs between college funding, debt, and other financial goals

  • A clear planning framework to support confident decisions

Best for:
Parents balancing college costs with retirement and cash flow priorities.

Can I Retire in 10 Years?

Retirement feasibility & scenario analysis
Average engagement: 4 hours

This package evaluates whether your current financial trajectory aligns with a retirement goal within the next decade.

Includes:

  • Review of income, savings, investments, and liabilities

  • Scenario modeling using different assumptions and timelines

  • Risk, cash flow, and longevity considerations

  • Tradeoffs and decision paths to improve feasibility

Best for:
Professionals seeking clarity before making long-term financial commitments.

Create Multiple Income Blueprint

Income resilience & diversification planning
Average engagement: 4 hours

This package focuses on reducing reliance on a single income source through thoughtful, aligned diversification.

Includes:

  • Review of current income sources and dependency risks

  • Exploration of income categories based on capacity, timeline, and risk tolerance

  • Liquidity, risk, and time-commitment considerations

  • A structured blueprint to guide decision-making (not tactics)

Best for:
Clients concerned about income disruption or concentration risk.

What Will My Divorce Settlement Look Like?

Divorce financial strategy & scenario planning (CDFA®-led)
Average engagement: 4 hours

This package provides financial clarity during divorce — without urgency or emotional escalation.

Includes:

  • Review of marital assets, liabilities, and cash flow

  • Scenario modeling of potential settlement structures

  • Long-term implications of short-term decisions

  • Decision framework to support informed discussions with legal counsel

Best for:
Clients navigating divorce who want to understand options before agreeing to terms.