Financial Planning Services

The 60 Min Session

A focused 1-hour consultation with a

CERTIFIED FINANCIAL PLANNER®

to address 1-3 specific questions about your finances and plan moving forward.

Includes a personalized follow-up summary with notes and recommendations.

Schedule Session

When you need ongoing accountability…

Consider a one year plan for reliable support.

  • Young woman with curly hair and glasses sitting on a red rug, working on a laptop, leaning against a beige sofa in a bright living room.

    AWARENESS PLAN

    You are seeking clarity to understand your cash flow, to manage debt wisely, and to plant the first seeds of sustainable wealth.

    Learn More
  • A couple sharing a kiss in a kitchen. The woman is sitting on the stove with one foot on an oven handle, wearing ripped jeans and a white tank top. The man is standing in front of her, wearing a gray t-shirt and jeans.

    GROWTH PLAN

    You have made progress — and you feel the momentum. Now, you're ready to construct something lasting.

    Learn More
  • An elderly man and woman stand close together in front of a green leafy hedge, smiling and looking into each other's eyes, with the man holding the woman’s hand and the woman resting her hand on the man's shoulder.

    ABUNDANCE PLAN

    Success has arrived — yet you know that wealth, without wisdom, can slip through your hands like water.

    Learn More
  • Family of four standing in front of a wooden door decorated with paper lanterns, dressed in traditional Vietnamese clothing, with two women wearing long orange dresses and a man and boy in white shirts and gray pants, holding hands.

    FREEDOM PLAN

    You have moved beyond accumulation — you are now cultivating legacy, impact, and deep personal freedom.

    Learn More

Overview of Plan Pricing

A man and woman smiling and looking at a laptop together at a table in a home. The woman is wearing glasses and a white shirt, the man is leaning forward with his hand near his face and has tattoos on his arm.

AWARENESS PLAN

Individual $150 per month

Family $250 per month

Includes

(2) Onboarding sessions

(1) Annual review session

Unlimited support via phone, email and video call

Ongoing access to RightCapital.com for cash flow and plan management

Schedule Free Call
A woman with long dark hair tied in a ponytail is gardening, tending to green plants in her backyard. She is wearing gardening gloves, a floral top, and jeans, and is leaning over to examine or prune the plants next to a modern house with large windows.

GROWTH PLAN

Individual $250 per month

Family $350 per month

Includes

(2) Onboarding sessions

(1) Semi-annual monitoring session

(1) Annual review session

Unlimited support via phone, email and video call

Ongoing access to RightCapital.com for cash flow and plan management

Up to 17+ hours of dedicated planning and analysis

Schedule Free Call
An elderly couple smiling and holding hands outdoors in front of a green leafy hedge.

ABUNDANCE PLAN

Individual: $350 per month

Family: $500 per month

Includes

(2) Onboarding sessions

(2) Quarterly monitoring sessions

(1) Annual review session

Unlimited support via phone, email and video call

Ongoing access to RightCapital.com for cash flow and plan management

22+ hours of dedicated service, planning and analysis

Schedule Free Call
A woman and two children sitting on a rocky outcrop, overlooking a forested valley and rocky peaks in the distance under a blue sky with wispy clouds.

FREEDOM PLAN

Individual $500 per month

Family $750 per month

Includes

(2) Onboarding sessions

(6) Monthly monitoring sessions

(1) Annual review session

Unlimited support via phone, email and video call

Ongoing access to RightCapital.com for cash flow and plan management

30+ hours of dedicated service, planning and analysis

Schedule a Call