My Services

Valuable advice to improve your financial condition.

Save money with flexible options. Get just what you need, starting at $195.

Ditch the traffic and hassles at work with online meetings.

Essential Consultation

Get valuable financial advice you can put into action right away.

$195

Consultation hours: 1

Timeline: 1 week

Asset-Map™ Strategic Report

fpPathfinder guides

Investment management (optional – additional fees apply)

One-page financial plan

Holistiplan tax report

Quarterly service meetings

Ongoing phone call, text, email

One-page financial plan

Key Area Consultation

Take a deep dive into one key area of your financial condition you want to improve.

$1,190

Consultation hours: 4

Timeline: 4 weeks

Asset-Map™ Strategic Report

fpPathfinder guides

Investment management (optional – additional fees apply)

One-page financial plan

Holistiplan tax report

Quarterly service meetings

Ongoing phone call, text, email

One-page financial plan

Comprehensive Consultation

Take a deep dive into multiple areas of your financial condition you want to improve.

$2,590

Consultation hours: 7

Timeline: 4 weeks

Asset-Map™ Strategic Report

fpPathfinder guides

Investment management (optional – additional fees apply)

One-page financial plan

Holistiplan tax report

Quarterly service meetings

Ongoing phone call, text, email

One-page financial plan

Premium Planning

A Comprehensive Consultation PLUS ongoing financial planning for multiple areas.

$2,590

+$416/mo

Consultation hours: 14

Timeline: until cancelled

Asset-Map™ Strategic Report

fpPathfinder guides

Investment management (optional – additional fees apply)

One-page financial plan

Holistiplan tax report

Quarterly service meetings

Ongoing phone call, text, email

One-page financial plan

Do-it-yourself or managed investments

Short and long-term planning engagements

Evening and weekend availability for your convenience

Simple Path to Improve Your Financial Condition

Select a Consultation Service

My services are designed to be flexible and meet your needs. Whether you’re looking for a basic evaluation, help with a key area of your finances, or comprehensive financial planning, you’ll find it here.

Understand Your Real Financial Condition

Working together we will determine your financial needs. We’ll assess what is effective or problematic, and what is hindering your progress. With a clear understanding of your financial condition, you can make smarter choices.

Plan a Better Future

Getting the knowledge and guidance you need from a financial professional is an investment in your security and hope for the future. And it’s not just for you, but for the people who depend on you.

Client Testimonials

My clients get the financial planning coaching and resources they need to make better decisions and plan a better future.

“I have always been very anxious about money, whether it is how I spend or investing. David has been patient as I discussed my worries about finances, never judging and always giving sound advice. He has never coaxed me into any decisions and always shows me multiple options. I trust him implicitly and highly recommend him as a financial advisor.”

—Kelly Urban

Gulf Breeze, FL

Read Disclosure ▾

This testimonial was provided by a current client on 1/21/2024. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.

“What sets David apart is the fact that he’s not just a fantastic financial advisor, he’s a great mentor and friend. David is on your team, always available to answer any questions and provide valuable insight every step of the way. Our family’s financial outcome will be changed for many generations thanks to David.”

Alan and Corinne Austin

Alamogordo, NM

Read Disclosure ▾
This testimonial was provided by a current client on 1/22/2024. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.

You Deserve a Better Future

Affordable financial advice with flexible options that fit into your tight schedule can be difficult to find. That’s why so many people struggle to make smart money decisions. At Plan For Your Goals my clients get the financial planning, coaching, and resources they need to make better decisions and plan a better future.

My Core Values

Man checking financial status on his mobile

Increase Flexibility

With online financial planning, clients can meet with their advisor no matter where they live. This is especially beneficial for individuals who live in remote areas or frequently travel. For others this means not having to take off half a day of work or get stuck in traffic on the way to meetings with your advisor.

Man checking financial status on his mobile

Heard and Understood

Better understanding leads to better advice. I will take the time to really listen to and understand my clients. My aim is to get to know them, so that their long-term financial plan reflects what is most important to them.

Man checking financial status on his mobile

Tilt the Odds

My financial planning process is based on the latest scientific findings from economics and behavioral psychology. It helps my clients achieve their financial and personal goals. No matter what stage of life they are in, I want them to feel confident about their future.

Man checking financial status on his mobile

Fiduciary

As a fiduciary advisor, my clients’ needs and goals are my top priority. Without regard to my own financial interests, I suggest products and planning strategies designed to benefit them the most. I do not require clients to purchase products from me.

Simplify Tricky Money Matters!

 

Get INSTANT access to 45 essential decision-making tools. These flowcharts and checklists break down tricky financial concepts into simple terms.

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