Membership
Become a Member
At Financial Planning Alternatives, we believe in empowering our clients through education and a comprehensive financial planning process. By becoming a member, you will gain exclusive access to our team of dedicated financial advisors who are committed to guiding you toward achieving your financial goals.
What We Offer:
- Personalized Financial Advice: Tailored strategies that align with your individual financial situation and aspirations.
- Exclusive Resources: Access to financial planning tools, and other essential resources, keeping you informed on the latest financial trends.
- Priority Service: As a member, your financial needs get our immediate attention, with access to our advisors for any queries or advice.
Think of it as a membership for your financial well-being. Start with a plan, stay on track, adjust as life changes, and make confident decisions with ongoing advice. Our financial plans and monthly subscriptions provide personalized planning, regular check-ins, and real guidance when you need it.
Start building a foundation with the money you are making today.
Initial Consultation with CFP to discuss goal planning
Level 4 Full comprehensive financial plan 12-month retainer based on complexity, with or without asset management.
- Full Business Plan
- Estate Distribution Planning
- Complete Retirement Planning
Level 3 project specific programming (monthly pay option), based on modules needed
- Social Security timing
- Pension calculation
- Windfall calculation
- Life insurance and/or long-term care planning
Membership for Under 50k in fee-based accounts
Level 2
1 year billed monthly* on autopay
Level 1 Plus
- Newsletters and videos with educational content
- Quarterly personal zoom w/ CFP or CRC
- Access to high yield savings
- Asset management & investment plan
Above 100k AUM in fee-based accounts receive 50% discount on monthly fee
Level 1
3 months or 6 months monthly on autopay
*Discounts for extending membership or for student plans
- Budgeting Assistance & Tools
- 1 CFP meeting Goals Discussion
- Assistance w/ 401k or other workplace plan
- Email/text available for basic questions
- Live group content on investments, vesting, compound interest, retirement accounts
- Virtual Q & A session
Our Commitment to You
We’re here to help you handle the challenges of managing your money. Our advisors are not just experts in their fields; they’re dedicated to prioritizing your needs and interests. With us, you get a trustworthy team committed to ensuring your financial decisions are sound and beneficial.
Ready to Build Your Future?
Start your journey toward financial security and a better life today. Let’s build a strong, stable foundation for a future filled with possibilities. Join us now to take the first step towards financial enlightenment and a prosperous life.
Fill out the form below to become a member.
We will be in touch
