Life-Stage Specific Financial Planning Packages
These packages can be purchased by the person who will be receiving financial planning or someone can purchase a package for someone else.
Example: A parent or grandparent can purchase a package for their child or grandchild.
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Education Planning Package - $150
In this package, we will have 1 session, lasting 2 hours long.
This package can be either for young families saving for their children's education, or for parents who have young adult children that want to start applying to colleges and scholarships.
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Session #1: Analyze current financial life, define goals for education, discuss funding options (such as investment accounts, scholarships, loans, etc.), and create a budget to develop efficient saving strategies.
College Graduation Package - $200
In this package, we will have 2 sessions, each session will last 1.5 hours long.
This package is for young people who have just graduated college and would like guidance in starting the next chapter of their life on a strong financial foundation.
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Session #1: Analyze current financial life, discuss values and priorities in this next chapter, define life and financial goals (short-term, mid-term, and long-term goals), and discuss student loan repayment).
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Session #2: Create a budget and savings calendar, develop an investment plan, and discuss employee benefits.
Marriage Planning Package - $250
In this package, we will have 2 sessions, each session will last 1.5 hours long.
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Session #1: Discuss money stories of each spouse, review financial goals, analyze current financial life, and organize wedding planning costs and budget.
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Session #2: Create a budget and financial plan for the household, discuss timeline for combining financial lives, and set a saving and investment system.
Retirement Planning Package - $300
In this package, we will have 2 sessions, each session will last 1.5 hours long.
This package is for a single person or a couple who is either preparing for retirement or is already retired.
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Session #1: Discuss money story and mindset, analyze current financial picture, set financial and personal goals.
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Session #2: Develop a savings calendar, create a budget, outline action steps for insurance and estate planning, and discuss investment strategies.
What's Included In Each Financial Planning Package?
Our 3-Bucket
Budget Strategy
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Our Right Capital Financial Planning Software Portal
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Sophie Right is fictitious client. The information on this page is used for educational purposes only.
Check out this video about Right Capital to learn more!
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