A CFP® can bring all your financial pieces together on a foundation of trust and collaboration.
FINANCIAL PLANNING PACKAGES
ROADIE
You receive a professional set-up of financial planning software, a virtual 30-minute meeting with Mel O CFP® and customization to your specific financial goals, and ongoing access to DIY financial planning software.
Costs
Setup Fee – $125
Monthly Fee – $40
♫ ROCK N ROLL FANTASY CAMP
We offer 7 different bootcamp subjects for you to choose from. Each bootcamp is 3 consecutive days of LIVE virtual meetings with Q&A, with replays accessible for 6 months from end of bootcamp.
$150.00 Each
★ ROCKSTAR
Personal one-on-one planning as needed.
You set the schedule and how often we meet. This is an a la cart option.
$300.00
Per Hour
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, IL, MA, NV, TN, WA.
California Insurance License 0I39165.