Planning Projects

We'll create a plan for your money, then you'll implement it.

Projects work great for DIYers or folks looking for a second opinion.

Financial Planning Projects in Birmingham AL



"I just need help with this one thing."

Financial Planning Projects in Birmingham AL 2
Financial Planning Projects are intentionally limited - and therefore focused. They're designed to help you address those most pressing issues in a concise, actionable manner.

After our analysis and recommendations are delivered, we're also available to help with implementation and answer follow-up questions.

Some examples:

  • Employee Benefit Optimization
  • Retirement Projection
  • Student Loan Advising
  • College Funding
  • Cash Flow & Budgeting
  • Second Opinion for DIYers