There’s a lot we can do together. Let’s figure out what’s right for you.
At Plan Forward Finance, we provide compassionate, personalized, and affordable financial life and estate planning support to help you move forward with clarity and confidence.
Whether you’re organizing your finances, starting or updating an estate plan, or navigating a life transition, our services are designed to feel calm, clear, and manageable. We’ll meet you where you are and guide you step by step at your pace.
All services are available as flat-fee, project-based, or hourly options. Everything is agreed on upfront so you always know what to expect with no pressure and no surprises.
Our services do not include investment, tax, or legal advice unless provided through a Registered Investment Advisor under a separate Advisory Agreement.
Personalized support to help you move forward, whether you’re planning your estate, getting organized, or navigating a life transition.
If you’ve been putting off your estate plan, you’re not alone. The process can feel confusing, expensive, or overwhelming. But it doesn’t have to be.
At Plan Forward Finance, we help you complete your estate plan with clarity and confidence. Whether you’re starting from scratch or updating an old plan, we’ll walk you through each step so your wishes are documented and your loved ones are protected.
We partner with EncorEstates, a trusted provider of attorney-prepared estate plan documents, to offer high-quality, legally compliant plans at flat, transparent prices. All documents are tailored to your state’s laws and completed through a secure, easy-to-use online platform.
We offer several estate planning packages, including Powers-Only, Will-Based, and Trust-Based options, to fit your life stage and needs. Every plan includes attorney-prepared documents, legal accuracy reviews, and optional attorney consultations.
If you are not ready to move forward with the documents but want to better understand your options, we also offer education-only support. You can book time with us at an hourly rate or a project-based fee, depending on your needs.
Additional services may include:
Estate plan binder with printed documents
Mobile notary services
Change orders or amendments
Existing estate plan summaries
Visual Estate Plan Summaries
Once submitted, your plan is typically ready within five business days. If you request attorney review, allow up to five additional days. Visual summaries may take up to 10 business days.
Pricing varies based on the type of plan and the level of support you need. Most services are offered at flat rates, with clear starting prices. Additional fees may apply for things like deed transfers, business entity documents, rush requests, or mobile notary services. Some costs also vary by state or county. All fees will be confirmed in advance and outlined in your Client Service Agreement.
If you’re curious whether this is the right fit, Schedule a Free Initial Planning Meeting. It’s a no-pressure way to explore how we can support you.
For those navigating life changes or big decisions who want calm, clear, and thoughtful support.
Financial life planning is about aligning your money with what matters most. It’s not about handing over control — it’s about pausing, reflecting, and making confident choices that support your goals and values.
We’re here to help you move forward with clarity. Whether you’re exploring a new path, preparing for a transition, or simply organizing the details of your financial life, we’ll guide you through a process that feels practical and empowering.
How we can help:
Navigating life transitions like career changes, retirement, or divorce
Planning for future goals like travel, education, or starting a business
Organizing your finances and documents so everything feels more manageable
Exploring “what if” scenarios to help you make informed decisions
Understanding your cash flow and building a plan that supports your lifestyle
Reviewing foundational topics like insurance or education planning
Our approach is warm, supportive, and tailored to you. We’ll take the time to understand your unique situation, help you clarify your options, and create next steps that feel achievable and aligned with where you want to go.
Services are offered on a flat-fee, project-based, or hourly basis. Everything is agreed upon upfront, so you’ll always know what to expect.
If you’re curious whether this is the right fit, Schedule a Free Initial Planning Meeting. It’s a no-pressure way to explore how we can support you.
Schedule a Free Initial Planning Call. We’ll talk about what’s on your mind and how we can help.