Your Story Financial, LLC
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  • Services and Pricing
    • Investment Management
    • Financial Planning >
      • Comprehensive Financial Planning Service
      • One Topic Financial Planning Session
    • Your Story Financial Academy
  • Your Story Financial Resource Center
    • "The Money Decisions Show" YouTube Channel
  • Contact Us
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You are never too old to set another goal or to dream a new dream.
​~C.S. Lewis

​One Topic Financial Planning Session
Description:  This session is designed to cover one of your most crucial financial planning questions.  This session does not include investment analysis, investment management or retirement planning projections.
Session Time Frame: One Time
Pricing: $599 for each session
Service Includes:
  • One 60 to 90 minute virtual video conference meeting 
  • Summary of recommendations that are in your best interest (no products will be sold) and tailored to your individual needs.
  • Two months of email support relating to your topic

Topic Examples include some of the following:
  • 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 a car or lease?
  • What amount of mortgage can I afford?

What's not included?
  • This service is designed to help you answer your most crucial financial question.  Therefore, it does not include follow-up or accountability.  If you require more accountability and follow-up check out the Comprehensive Financial Planning Service.
  • This service does not include Retirement Planning Projections and/or Investment Analysis as those topics are covered in the Comprehensive Financial Planning Service.
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Disclaimer      Firm Brochure - ADV Part 2
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  • Home
  • My Story
  • Services and Pricing
    • Investment Management
    • Financial Planning >
      • Comprehensive Financial Planning Service
      • One Topic Financial Planning Session
    • Your Story Financial Academy
  • Your Story Financial Resource Center
    • "The Money Decisions Show" YouTube Channel
  • Contact Us
  • FAQs