Affordable, Expert Financial Guidance Right When You Need It Most
Introducing: One-Time Financial Plans
Do you have a specific goal in mind and want guidance on how your money can help you get there? Have you been spinning your wheels trying to resolve a financial challenge for a long time… and want to talk to an expert who can help you find solutions?
You’re in the right place! At Guiding Wealth, we offer an affordable, time-efficient alternative to full-service financial planning: the one-time financial plan.
How Our One-Time Financial Plans Work
Unlike our holistic financial planning services, our one-time financial plan doesn’t require a long-term commitment. A set, one-time fee gets you a thorough financial plan that’s completely customized to your circumstances, priorities, and future goals. It’s everything you need to set your personal finances on a firm foundation — so you can move forward with confidence.
Choose From 3 One-Time Financial Plan Options
Growing Family Budgeting Plan
Planning to start a family — or find yourself with a baby on the way? The Growing Family One-Time Financial Plan is the perfect option for you.
You’ll have one 1:1 call with a highly trained financial planner, who will help you evaluate the details of your financial situation.
They’ll help you figure out exactly what you want to change with your money before your baby arrives — and what sort of expenses you might expect!
Cost: $499
Home Buying Budget Plan
Want to buy your first home? Planning to move but you’re unsure if you should sell or get a second mortgage? Book a Home Buying Budget One-Time Financial Plan!
You’ll have one 1:1 call with a highly trained financial planner, who reviews your finances and budget so you can find the right home!
Our team will help you understand how much mortgage you can actually afford, and how to leverage your accounts to help you find the right home.
Cost: $499
Custom One-Time Plan
Have a unique financial goal or challenge you need help with? Do you want a holistic financial plan to reach your goals? Choose our Custom One-Time Financial Plan.
A custom plan requires a consultation call to get to know you and your goals or challenges. We’ll create a custom quote for your needs!
After a series of calls, you’ll receive a one-time financial plan complete with retirement projections, investment portfolios, and action plan to address your challenges!
Cost: Starting at $2,500
Is a One-Time Plan Right for You?
This option is perfect for anyone who:
- Needs guidance to reach certain financial goals
- Is managing their finances on their own (and want a second opinion)
- Wants to see a big-picture view of their money and what it can do
- Isn’t quite ready for ongoing financial advice or managed investments
- Is looking for expert financial advice without a long-term commitment
- Wants a thorough roadmap to optimize their financial future
- Wants resources and documentation that help them manage their finances and legacy
We want to show you how the money you have now can work for you even more.
We’re Committed to Making Financial Planning Accessible
One of the biggest shortcomings of the financial planning profession is its lack of accessibility and affordability. Our one-time financial plans are designed specifically to help people who are often underserved by traditional financial planning: young families, new professionals, and students.
Young or (not so) young, blue or white-collar, student or professional or stay-at-home parent, we’ve seen the power of financial planning. Whether you wish to start off your adult life or young family with a solid plan and good footing or you need help righting the ship, a one-time plan will provide you with expert financial advice that you can put into practice right away — for an affordable fee.
See how you can make the most of your money, with one of our one-time financial plans.
Unsure Which One-Time Financial Plan Is Right for You?
Still unsure which of our one-time financial plans is right for you? Schedule a free consultation today! We’ll talk through your options and offer our honest advice on which service is right for you! Please note: There’s never any pressure to work with us after a free consultation!
Frequently Asked Questions
What’s included in a one-time financial plan?
That depends on which one-time plan offer you choose. If you choose the Growing Family Budget Plan, for example, you’ll get recommendations and a financial forecast dedicated to just your status as an expectant or new parent(s). Our Home Buying Budget plan will give you a picture of how much of a mortgage you can afford, and how a home purchase will impact your overall financial picture.
However, if you book a custom one-time financial plan, what you get will depend on what your challenge or goal is! However, every one-time financial plan will come with:
- 1:1 call: Speak to a highly trained financial planner about your specific needs. The number of calls depends on the package you choose.
- Recommended actions: Suggested personal finance habits to adopt
- A financial plan: A written plan that includes each step toward your financial goals
- A financial forecast: What to expect going forward
- Personalized advice: Tips on how to get the best results from your financial plan
Will builder: We’ll give you free access to wealth.com’s will-building tool so you can create documents that protect your family
How much does a one-time financial plan cost?
The Growing Family Budget One-Time Plan costs $499.
The Home-Buying Budget One-Time Financial Plan costs $499.
The Custom One-Time Financial Plan starts at $2,500 because of the depth of planning and your time with our planner(s). Your specific financial situation must be reviewed before we can make a final quote on price!
Why get a one-time financial plan from Guiding Wealth?
Our founder, Hannah Moore, CFP®, is passionate about making financial planning more accessible via innovative solutions and new approaches. She’s spent her entire career helping to make financial planning more inclusive for planners and clients. Everything we do at Guiding Wealth reflects this goal of finding new ways to support more people through impactful financial planning. Our one-time financial plan services support new planners via The Residency and give clients from all walks of life the chance to benefit from expert financial advice.
Can I do a one-time plan and then move into financial planning later?
Absolutely. We’re here to support you in whatever way works best for you. If you’re interested in ongoing services after a one-time plan, simply let your financial planner know! Alternatively, you can email us at [email protected] and we can start the transition with you.
How long does a one-time plan take?
Your financial plan can take anywhere from a few weeks to a few months to complete. When you sign up, you’ll get to decide how frequently you want to meet which will determine how long it will take us to complete your one-time plan!