Financial life planning is a personal and practical approach to financial guidance. It is not about chasing the market or handing over your investments. It is about pausing, reflecting, and making thoughtful decisions that align with your values, needs, and goals. The focus is on your life, your choices, your priorities, and how your money can support them.
Services are available on a flat-fee, project-based, or hourly basis. We will talk through the best approach during your free Initial Planning Meeting and decide what makes the most sense based on your needs.
At Plan Forward Finance, we provide kind, down-to-earth support to help you:
Clarify what matters most
Make financial decisions with confidence
Create structure around your goals and responsibilities
Move forward with greater peace of mind
Financial life planning can include a wide range of topics. We tailor the conversation to your life and what is on your mind. Common areas we support include:
Navigating life transitions such as divorce, career change, or early retirement/sabbatical
Reviewing or updating financial documents and account organization
Setting goals and exploring what-if scenarios
Understanding cash flow and planning around your needs
Planning for education, insurance, or other long-term priorities
Clarifying values and priorities to guide future decisions
This service is designed for individuals and families who:
Want practical guidance without needing full investment management
Are navigating a time of change or uncertainty
Feel overwhelmed or unsure where to begin
Value a calm, personalized approach to financial planning
Want to create a financial plan that truly fits their life
Start with a free Initial Planning Meeting. This is a no-pressure conversation where we get to know each other and explore whether our support is a good fit for your needs.
If we move forward, we’ll customize the process based on what is most helpful to you. This may include:
Clarifying your values and goals
Reviewing your current financial situation
Helping you get organized
Exploring potential strategies or next steps
Providing decision-making support and education
Creating a clear, step-by-step plan to help you move forward
These services are educational and guidance-based. They do not include legal, tax, or investment advice unless specifically provided through a separate written agreement with a Registered Investment Advisor.
Want more clarity on whether this is the right fit? Schedule your free Initial Planning Meeting, visit our Services page, or check out the Blogs & Resources page for real-world insights.