Financial Planning Services

Comprehensive Financial plan

Over the course of about three months, we will define your goals and create a long term plan with actionable recommendations. Money spent frivolously causes stress and anxiety. A financial plan gives your money purpose by putting it to its best use; as a tool in building the life you desire. 

Upfront one-time fee for a comprehensive plan:

  • $699

  • $343 for public safety (fire, police, etc.)

After plan completion, you can take action on your own—or we can continue the relationship with ongoing planning.

Ongoing planning relationship

The value of financial planning is not in the plan itself; it is in the action that follows. As your life evolves; your goals, your plan, and the strategies to meet your goals will grow right along with it. Bob Dylan was forever right in saying that the times they are a-changin'.

 

So as they do, we will be there with you; moving forward confidently. 

 

Fee for ongoing advice and Investment Management: 

  • 1% of household income + 0.5% of your net worth. ​

  • This number is divided by 12 and billed monthly. 

    • $125/month minimum

    • $100/month minimum for public safety.

  •  XYIS platform fee of 35 basis points for investment management. 

**Investment management is only available to ongoing clients. Click to learn more**

quickstart plan

The Quickstart Plan is for folks who are not ready for a full financial planning relationship but want to gain clarity in some area of their financial life.  

Quickstart Planning session consists of a 90-minute meeting covering 2-3 financial planning topics. You will receive actionable recommendations regarding the topics discussed and will have email access to me for 30 days for any additional support or guidance. 

Quickstart Plan Fee: 

  • $299

  • $199 for public safety (Fire, police, etc.)

Financial Planning Includes:

Development of an actionable financial plan giving you the confidence to move forward towards your goals.

Completed over approximately three months via virtual meetings.

 

Ongoing Planning Clients also receive:

Two to three additional meetings throughout the first year to assist with implementation and ongoing support.

 

Quarterly meetings thereafter to monitor, adjust, and adapt your strategy as life evolves.

 

Unlimited access to your planner for ongoing coaching, guidance, and accountability to ensure you continue to make progress and build wealth.

Ongoing investment management as needed.

See FAQ for further information. 

Financial Planning can cover a number of topics. Here is a sample of what could be covered: 
  • Goal Setting
  • Spending and Budgeting
  • Retirement
  • Investments
  • Career Decisions
  • Employee Benefits
  • Debt Reduction/Management
  • Education Planning
  • Insurance Planning
  • Estate Planning
  • Tax Planning
How financial planning leads to success
Want to see a sample financial Plan?

Forward Focus

Financial Planning

Forward Focus Financial Planning, LLC is a Registered Investment Advisor in the state of Georgia.

 

(470) 228-0519

matthew@forwardfocusfp.com

Clarkesville, GA 

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