Focused Financial Planning

Focused Financial Planning Engagement 

$2500 Fixed Fee

For clients seeking personalized financial guidance, customized recommendations and clear next steps – without the need for a comprehensive financial plan – we offer Focused Planning Engagements:

These engagements are designed to provide a thoughtful review of the financial areas most important to you. Whether you are preparing for retirement, evaluating investments, navigating a major life change, reviewing employer benefits or equity compensation, planning for education expenses, or simply seeking guidance and a second opinion, we tailor the engagement to your goals and priorities.

We begin with an introductory strategy session (call) to discuss your goals, concerns, and the areas where you are seeking guidance. Together, we determine the scope of the engagement and identify the financial planning topics that will provide the greatest value to you.

To make the most of our time together, Clients provide relevant information and documents in advance so we can prepare thoroughly and focus our analysis on your priorities.

Following the engagement, Clients receive a personalized summary that may include observations, recommendations, planning analysis, projections, and action items designed to help move forward with greater clarity and confidence.

Focused Financial Planning Engagements are intended to provide meaningful guidance within a defined scope while allowing flexibility to address the areas most important to you.

What’s Included

• Up to five (5) hours of professional advisor services dedicated to your engagement. 
• Hours can be used within twenty-four (24) months from your initial engagement date.
• Included time can be used flexibly based on your needs and agreed scope of work which may include:
• prep and review time
• one or more meetings
• planning/investment analysis and recommendations
• written summaries and action items
• client communications – emails and phone calls
• Once included hours have been fully used, Clients who would like additional planning support may purchase a new Focused Financial Planning Engagement plan.

Schedule your complimentary 15-minute strategy session below to see if a Focused Financial Planning Engagement from Asti Financial is a good match for your planning needs.