Financial Planning Services

Schedule a FREE 30-minute consultation today 

We provide comprehensive financial planning services to individuals and families in the accumulation phase of their lives. And while we strongly believe that everyone should take an active, ongoing role in their finances, we understand that most young professionals don't have the time or inclination to monitor their finances and stick with a long-term financial planner. But that doesn't mean that most people don't want or need a personal financial plan.

That's why the Business of Your Life takes a different approach to financial planning by providing one-time and as-needed services that can better meet individuals where they are in the process of achieving their financial goals.  

 Personal Financial Plan


INDIVIDUAl $2,000 

COUPLE $3,000

Gain a clear understanding and assessment of your current financial position and build a financial plan to help you work toward achieving your financial goals and objectives.  

This service includes virtual meetings, unlimited e-mail access for follow-up and clarifying questions, and a customized personal financial plan.

Personal Financial Plan

 Financial Goals
and Objectives

Cash Flow Analysis

Debt Management Analysis

Retirement Savings Analysis

Investment Review and Guidance

Tax-Advantaged Saving Strategies

Risk Management Insurance Evaluation

Estate Planning Overview

Our Financial Planning Process

Personal Financial 


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financial planning services

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