Services Offered

It is our Process that sets us apart! 

As a client of The Planning Group you will be taken through a customized process that helps us understand and create your desire for your financial future: Your Financial Plan.   

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       Scheduled Webinars 

Contact us by phone, email or via our Social Media channels.

  • How to break down and focus on your goals!

    30 min

    Complimentary Meetup
  • Your Question Hour

    1 hr

    150 US dollars
  • 1 hr

    Price Varies
  • Estimate will be provided.

    8 hr

    Starting at $500
  • This is a flat fee service that is independent of managing your assets

    10 hr

    Minimum $2000

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.