Financial Planning Built For You
One-time Financial Planning Engagement and Limit-Scope Projects
Some families want a comprehensive financial plan and review of their financial world but aren’t looking for a long-term relationship. A One-time Planning Engagement takes you through Winged Wealth’s financial Planning Flight Plan, giving you confidence that you can continue to manage your professionally designed financial plan after we complete our work together.
When deciding whether to buy into the Survivor Benefit Plan at military retirement, take the Aviation Bonus or analyze college savings plans, it may be helpful to pursue a limited financial planning scope. If you’d like to develop a comprehensive financial plan that you execute without ongoing support from Winged Wealth, this could also be a good fit.
- This process will be a hybrid of our hourly and comprehensive financial planning process depending on the scope of your needs.
- We will quote an up-front price, including all meetings and deliverables.
- Upon delivery of your plans, we’ll make sure you’re prepared to execute your plan confidently and be here if you need us again in the future.
Contact us for more information.
See our Ongoing Financial Planning service.
