Dynamic Starter Plan

Need help on something?

For those who are not ready for an ongoing relationship, but need financial support now. Focus on a goal and we will help you assess and deliver the actions needed.

Dynamic Starter Plan
$250 an hour
or
Negotiable flat-fee

Work with Glenn Brown, CFP®, CRPC®, MBA to build a strong financial foundation.

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

  • Meet in-person, phone or virtually

  • Gain clarity, education and confidence

  • Have 30 days email access after analysis

  • Evolve your financial independence