Financial Advice 3.0: Intentional & Transparent
- Plans That Fit Your Style -
At CC Coaching and Consulting, we believe that our clients deserve to understand fully what they are receiving from us and what the corresponding cost is for those services. We also believe that a key component of you pursuing your goals is trusting us to guide you to them. And that trust starts with being transparent before you even become a client of ours. Additionally, we will not invoice you for your financial plan unless you are 100% satisfied with the end result.
If you fit our profile in Who We Serve and want to discuss what would make most sense for you, go ahead and schedule a meeting.
One Time / First Year Financial Planning
Designed for those who are looking for a comprehensive look at their financial picture and a simple, step by step guide for implementation.
Basic Plans Start at $1500
Minimum Deliverables for Basic Plans
- Goal Setting & Financial Roadmap
- Cash Flow Organization & Planning
- Asset-Map Report including insurance review, retirement analysis and plan, debt paydown strategy, college savings
- Portfolio Risk Analysis
- 1 Page Financial Plan
- 3–5 Meetings to Complete the Plan and 1 Review Appointment During the First Year
- Unlimited Email Support
- Unlimited Adjustments to the Plan for the First Year
Additional Services Provided at an Extra Cost to be Discussed Up Before Engagement;
- Tax Planning (In coordination with a Tax Professional)
- Family Financial Meeting
- Coordinated Financial Review with Other Professionals
- Monthly Cash Flow Reviews
- Long Term Care Planning
- Estate Planning (In coordination with an attorney)
- Business Planning including Succession Planning, Employee Benefits, Cash Flow Review, Key Person Insurance, Buy-Sell Planning, Non-Qualified Deferred Compensation, Business Reserves Optimization
- Additional Meetings Beyond the 1 Review Appointment
Ongoing Financial Planning
Designed for those who are looking for a continued service beyond the first year to update and adjust your financial plan.
Basic Plans Start at $1000 Annually
Minimum Deliverables for Basic Plans
- Goal Setting & Financial Roadmap
- Cash Flow Organization & Planning
- Asset-Map Report including insurance review, retirement analysis and plan, debt paydown strategy, college savings
- Portfolio Risk Analysis Updates
- 2 Virtual Review Meetings per Year
- Unlimited Email Support
- Unlimited Adjustments to the Plan for the Entirety of Engagement
Additional Services Provided at an Extra Cost to be Discussed Up Before Engagement;
- Tax Planning (In coordination with a Tax Professional)
- Family Financial Meeting
- Coordinated Financial Review with Other Professionals
- Monthly Cash Flow Reviews
- Long Term Care Planning
- Estate Planning (In coordination with an attorney)
- Business Planning including Succession Planning, Employee Benefits, Cash Flow Review, Key Person Insurance, Buy-Sell Planning, Non-Qualified Deferred Compensation, Business Reserves Optimization
- Additional Meetings Beyond the 2 Review Appointment
