Transparent Pricing for Your Peace of Mind
Financial Health Check-Up
Price: $199
Gain a clear understanding of your current financial standing. We assess your income, expenses, assets, and liabilities to identify areas for improvement.
Retirement Planning Session
Price: $349
Ensure you’re on track for a secure and comfortable retirement. We assess your savings, accounts, and retirement goals, providing you with a clear strategy.
Investment Portfolio Review
Price: $299
Ensure your investments align with your financial goals and risk tolerance. We analyze your portfolio and provide recommendations for optimization.
Budgeting & Saving Strategy
Price: $199
Get a personalized budget and savings plan to meet your financial goals. We’ll help you identify ways to cut unnecessary expenses and maximize your savings.
Debt Management & Reduction Plan
Price: $249
Receive a customized strategy to help you manage and reduce debt, improving your overall financial health.
SAFE Haven Financial Planning
Starting at $125/hr
A comprehensive plan designed exclusively for you, evolving over time as your needs and goals change. Your plan serves as a dynamic roadmap, guiding you toward both short-term wins and long-term aspirations.