Comprehensive Financial Planning

In-depth review aligning your values, interests, and concerns with your entire financial picture so you may live your life now and plan for the future.

Financial Coaching

Package designed to help you become more financially confident by reviewing your income and expenses and determining any surplus or deficit. Advice will address the following areas that pertain to your situation: reducing monthly interest payments, building a budget that's easy to follow, creating a plan to become debt-free, and building an emergency fund.

Project-Based Planning Advice

Limited scope engagements for clients that need assistance with specific financial topics and  returning clients who need a routine update. 

Comprehensive Financial Planning

Items that are addressed during a comprehensive financial planning engagement:

• Retirement Planning and Analysis

• Social Security Claiming Strategies

• Investment Analysis & Review

• Education Funding

• Taxes Review and Planning

• Emergency Fund, Cash Flow, Budgeting

• Debt Management & Reduction

• Employee Benefit Optimization

• Insurance/Risk Management

• Estate and Incapacity Planning

Financial Coaching

Services included:

• Track  income and expenses and determining any surplus or deficit.

• Determine ways to reducing your monthly interest payments

• Building a budget that's easy to follow

• Create a plan to help on your way to becoming debt-free

• Determine the appropriate amount of emergency fund reserves.

• Package is designed to help you become more financially confident so you may reach your goals.

Project-Based Planning Advice

This service is designed for those that may not be ready for comprehensive planning but still have 1-2 financial topics they would like to address right away. You will receive an action plan to address your areas of concern.

Examples of financial topics:

• Returning clients who want to update their current plan with new information

•  Education planning: Would you like to set-up an education savings strategy for your child or grandchild? Would you like to review your current strategy?

• Social security analysis: review possible strategies for claiming and maximizing your benefits

• Work benefits review: Are you taking full advantage of the benefits offered? Review possible savings

• Student loan debt: Execute a plan to reduce your interest rate and/or lower your payments

• Independent review of your current financial plan and offer some adjustments

• Other examples: A combination of 1-2 financial topics listed under comprehensive services

Pricing

Pricing for Next Play Financial's services are below:

Comprehensive Financial Planning

$2,500 - $5,000

Financial Coaching

$1,500

Project- Based Planning Advice

Depends on the complexity of the project