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  • Welcome
  • Financial Services
    • YSF Financial Planning >
      • Client Success Scenario - Meet Kayla
      • Client Success Scenario - Meet Nicole & Robert
      • Client Success Scenario - Meet Kenneth
    • All-Inclusive Financial Plan
    • One-Topic Financial Plan
    • Investment Management
  • Who Are We?
  • Shehara Speaking
  • For Clients
Your Story Financial, LLC
  • Welcome
  • Financial Services
    • YSF Financial Planning >
      • Client Success Scenario - Meet Kayla
      • Client Success Scenario - Meet Nicole & Robert
      • Client Success Scenario - Meet Kenneth
    • All-Inclusive Financial Plan
    • One-Topic Financial Plan
    • Investment Management
  • Who Are We?
  • Shehara Speaking
  • For Clients

Got a short-term goal? Or a critical financial planning question? ​

One-Topic Financial Plan

A Chapter in Your Financial Success Story  ​


Our One-Topic Financial Plan Service is a one-time session designed to cover one of your most critical financial questions. Unlike the All-Inclusive financial planning service, the one-topic financial session is to discuss one financial topic. 
 For example, if you have a question about financing your children's college education, or how to appropriately save without affecting your current needs. 
​

Service Includes 

  • ​One 60 to 90-minute virtual video conference meeting.  
  • Summary of recommendations that are in your best interest tailored to your individual needs (no products will be sold). 
  • Two months of email support relating to your topic. ​

Topics could include, but not limited to 

  • ​​How much should I have in my emergency fund? 
  • Should I buy a home or continue to rent? 
  • What financial goals should I have at my life stage? 
  • Should I buy or lease a car? 
  • What amount of mortgage can I afford?

What's not included 

  • ​​The All-Inclusive financial plan. Please review our All-Inclusive Financial Plan Service for a more strategic and in-depth plan.  
  • No retirement planning projections and/or Investment Analysis. Again, please review our All-Inclusive Financial Plan Service. 
 

Session Time Frame:

One Time

Pricing:

 $599 for each session.

How is this session helpful to you? 

In life, there are a lot of variables, we get that. Whether you are seeking an All-Inclusive Financial Plan, or simply a one-topic, we are here to help you reach that specific goal.  

Let’s Get Your Finances Going for you Today! 

LEARN MORE CALL

Money Decisions Newsletter

We get it, you might not be ready to make that call. BUT, to stop falling in the trap of ‘not-sure’ or ‘lack-of-knowledge,’ please subscribe to our Money Decisions newsletter to receive resources, insights, and information on finances and much more.
​
As a bonus, you'll receive a FREE e-book on Crafting Your Amazing Financial Success Story!

Your Story Financial Newsletter Sign Up

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​Disclaimer
ADV Firm Brochure - Part 2A
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Copyright 2025
  • Welcome
  • Financial Services
    • YSF Financial Planning >
      • Client Success Scenario - Meet Kayla
      • Client Success Scenario - Meet Nicole & Robert
      • Client Success Scenario - Meet Kenneth
    • All-Inclusive Financial Plan
    • One-Topic Financial Plan
    • Investment Management
  • Who Are We?
  • Shehara Speaking
  • For Clients