Dynamic Starter Plan

Need help on something?

For those who are not ready for an ongoing relationship, focus on a goal and we will help you assess and deliver the actions needed.

Dynamic Starter Plan

Negotiable flat-fee based on $250 hour.

Know your all-in-costs before you start.

See complete Table of Fees for Services.

Work with Glenn Brown, CFP®, CRPC® to build a strong financial foundation and/or gain confirmation of actions.

Financial Assessments

  • Strategies for budget, cash flow & debt

  • Income & cash flow planning

  • Portfolio review & risk analysis

  • Risk tolerance analysis

  • Fee analysis of investments & advisors

  • Tax-efficient distribution strategies

  • Roth Conversion analysis

  • College savings & aid strategies

  • Optimize employer benefits

  • Health care coverage & savings

  • Tax planning & reduction strategies

  • Social Security optimization

  • Insurance review & gap analysis

  • Medicaid eligibility

  • Estate planning & titling analysis

You Will

  • Gain clarity, education and confidence

  • Define your questions, engagement level and know total cost.

  • Engage in 3 one-hour+ meetings - Getting Organized, Need Analysis (written recommendations), follow-up Q&A of Need Analysis in 45 days

  • Schedule meetings at your pace to gain education and execute on your specific topics in Needs Analysis for additional 45 - 75 days

  • Have two 30-minute meeting available following 12 months to help execute or be proactive to change

  • Evolve your financial independence