Affordable, à la carte financial planning

Not sure where to start, we have you covered.

Planning for your future can seem intimidating. Your circumstances or budget may not be ready for a holistic and comprehensive plan, yet. But that doesn’t mean you can’t start planning for your future today. We offer affordable, a la carte financial planning services that can help you get started.

À la carte financial planning services include:

  • Cash flow review – identifying ways to pay down student loans or credit card debt
  • Help with 401(k) investment selections
  • Help with benefits elections
  • One-time financial plan with recommendations
  • Name, Image, Likeness (NIL) money management
  • Advice for unexpected inheritance
  • Project-based planning

Our financial planners are held to a fiduciary duty to act in the best interest of our clients. They do not receive commission or sell any products.

All planning services start with a complimentary consultation meeting.

New to financial planning? We have an easy place to start. Complete the form below to speak with a Blue Crew member.

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