Financial Wellness.
Simplified.
Get straightforward advice for planning the future while living for now
Financial Wellness. Simplified.
Get straightforward advice for planning the future while living for now
Hard to believe? Check out what our clients are saying…
Achieve Maximum Results With Minimal Effort
Understand
Chat about where you are financially and the reasons why
Set Goals
Tell us your financial short- and long-term goals, or we’ll help you set some
Plan
Craft a personalized plan to achieve your goals and take control of your money
Choose An Affordable Plan Based On Your Financial Situation
Financial
Coaching
For Personal Finance Beginners
$24.99
per month
Perfect for:
- Building Financial Security
- Creating a Budget
- Repaying Debt
- Improving Money Habits
- Learning Financial Basics
Financial
Coaching Plus
for Wealth Building
$49.99
per month
Perfect for:
- Optimizing Your Budget
- Analyzing Your Financial Health
- Preparing for Life (baby, marriage, etc.)
- Achieving Financial Goals
- Planning for Retirement
- Increasing Net Worth
- Building Lifetime Money Skills
Every Plan includes:
- Dedicated CFP® Professional
- Meet and Greet Session
- Money and Goals Chat
- Recommendation Review Meeting
- Monthly Check-Ins
- Continuous Support Between Your Check-Ins
- Monthly Money Recap ($9.99/month after first month)
- No Commitment; Cancel Anytime
Not sure what plan works for your situation? Need advice but also need financial assistance? Schedule a call to discuss your situation with a CFP® Professional.
Your Dedicated CFP® Professional works with you to
Budget
Whether you’re a budgeting newbie or an all-star, everyone could use an objective review of their spending habits. We’ll work with you to find the optimal budget to live comfortably now and in the future, while still accomplishing your goals.
Set and Plan Goals
Whether you’re planning for your wedding, purchasing your first home, or quitting your job to travel the world, we’ll help you get there. Working together with your dedicated CFP® Professional, you’ll define and set realistic financial goals, as well as develop a strategy to achieve them.
Save
Knowing how much to save every month to reach your goals isn’t easy or precise. So we use Monte Carlo Simulations, a system that will tell you what you need to save today in order to achieve your goals tomorrow, to get us close. After running thousands of simulations, we’ll provide an amount to reach your savings goal(s) in over 70% of the simulated portfolios.
Repay Debt
Figuring out how to become debt-free can be overwhelming. We’ll review your goals and budget to develop a strategic plan to pay off your credit cards, student loans, personal loans, or any other debt you have.
Plan Your Retirement
401(k), SEP, IRA…its a jungle out there. Don’t worry! We’ll explain your options and help you find the perfect retirement plan. And with Monte Carlo Simulations, you’ll know how much you should be saving for retirement.
Learn Financial Education
We don’t want to just help you with your finances, we want to teach you how to manage them. Every time you meet with your dedicated CFP® Professional, they’ll teach you the best ways to put your money to work, now and in the future.
Reach Financial Freedom Faster
Same-Day Availability
With same-day appointments, you can get Financial Advice from a CFP® Professional TODAY!
2-Day Turn Around
After completing your Profile, you’ll receive your Plan in 2 days so you can start achieving your goals ASAP.
Monthly Check-Ins
Every month, you’ll meet with your CFP® Professional to ensure your Plan and your money are always working for you.
Real-World Advice. Zero Judgement. Expert Guidance.
Your money is as unique as you are. So why are you using a one-size fits all budgeting technique from a “Personal Finance Guru”?
At Fisecal, we pair you with a dedicated CFP® Professional who’ll provide you with individualized advice, a safe space to talk about your money, and a realistic plan to accomplish your financial goals.
Wherever you are on your financial journey, we’re here to help.
Get started by scheduling your free intro call below
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