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. 

 

GET STARTED
 

 

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

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

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