Financial Planning Packages & Pricing

Spend less time worrying about your finances, more time enjoying life. Think of us like your personal trainer, but for your money. We help you get your personal finances in shape.

NICE TO MEET YOU

We're the financial planners of CameronDowning

Our team works with hundreds of families, helping them achieve their financial and life goals. Isn't it time for you to establish your family's personal financial plan? We can help with that!

GET STARTED TODAY WITH ONE OF OUR FINANCIAL PLANNING PACKAGES!

Financial Planning Pricing

Young Professional Financial Planning

$2500

One-time fee paid in two installments. Includes comprehensivefinancial plan strategy document, three planning sessions, and one 3-month follow-up session.

Financial Goals Identification
Personal Cash Flow Planning
Emergency Fund Establishment
Debt Payoff, Including Student Loans
Personal Insurance Assessment
Wealth-building & IRAs; Roth vs. Traditional
Investment Risk Assessment
401k/403b Advice & Rebalancing Recommendations
Crypto Asset Assessment
Credit Report & Score Review
Tax Return Review & Projections
Qualifying for a Mortgage
First Real Estate Purchase
Financial Plan Creation
3-Month Follow Up Meeting

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Mid Life Financial Planning

$3500

One-time fee paid in two installments. Includes comprehensive financial plan strategy document, four planning sessions, and one 3-month follow-up session.

Financial Goals Identification
Personal Cash Flow Planning
Emergency Fund Establishment
Debt Payoff, Including Student Loans
Personal Insurance Assessment
Wealth-building & IRAs; Roth vs. Traditional
Investment Risk Assessment
401k/403b Advice & Rebalancing Recommendations
Crypto Asset Assessment
Credit Report & Score Review
Tax Return Review & Projections
Investment Property Evaluation
Asset Titling Review
Higher Education Planning
Social Security Projections
Roth Conversion Planning
Employer Stock Option Advice or Advice on Sole Prop, LLC, Sub Chapter S Corporations
Beneficiary Designations Review
Financial Plan Creation
3-Month Follow Up Meeting

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Retirement Financial Planning

$4500

One-time fee paid in two installments. Includes comprehensive financial plan strategy document, four planning sessions, and one 3-month follow-up session.

Financial Goals Identification
Personal Cash Flow Planning
Emergency Fund Establishment
Debt Payoff, Including Student Loans
Personal Insurance Assessment
Wealth-building & IRAs; Roth vs. Traditional
Investment Risk Assessment
401k/403b Advice & Rebalancing Recommendations
Crypto Asset Assessment
Credit Report & Score Review
Tax Return Review & Projections
Investment Property Evaluation
Asset Titling Review
Higher Education Planning
Social Security Projections
Roth Conversion Planning
Employer Stock Option Advice or Advice on Sole Prop, LLC, Sub Chapter S Corporations
Beneficiary Designations Review
Long-term Care Planning
Estate Planning & Document Review
Charitable Giving Strategies
Family Gifting Strategies
Business Succession and/or Transfer Planning
Financial Plan Creation
3-Month Follow Up Meeting

GET STARTED

You've completed your financial plan. Now what?

Financial Planning Monthly Subscription

Once you're in financial shape it takes work and focus to stay in shape. After we've delivered your financial plan, this is your all-access pass to our CFP® professionals. As your life changes, so will your financial plan. To become a financial planning subscription client, one must first complete one of our packages outlined above. Get started today and to learn more about how to become a long term client of CameronDowning.