Financial Planning
Packages & Pricing
Spend less time worrying about your finances, more time enjoying life. Think of us like your personal trainer — but for your money.
See Our PackagesWe're the financial advisors of CameronDowning
Our team works with hundreds of families, helping them achieve their financial and life goals. Isn't it time for you to establish your family's personal financial plan? We can help with that!
Book An Intro CallFinancial Planning Pricing
Financial Planning
Young Professional
One-time fee paid in two installments. Includes comprehensive financial plan strategy document, three planning sessions, and one 3-month follow-up session.
- ✓ Financial Goals Identification
- ✓ Personal Cash Flow Planning
- ✓ Emergency Fund Establishment
- ✓ Debt Payoff, Including Student Loans
- ✓ Personal Insurance Assessment
- ✓ Wealth-building & IRAs; Roth vs. Traditional
- ✓ Investment Risk Assessment
- ✓ 401k/403b Advice & Rebalancing Recommendations
- ✓ Crypto Asset Assessment
- ✓ Credit Report & Score Review
- ✓ Tax Return Review & Projections
- ✓ Qualifying for a Mortgage
- ✓ First Real Estate Purchase
- ✓ Financial Plan Creation
- ✓ 3-Month Follow Up Meeting
Financial Planning
Mid Life
One-time fee paid in two installments. Includes comprehensive financial plan strategy document, four planning sessions, and one 3-month follow-up session.
- ✓ Financial Goals Identification
- ✓ Personal Cash Flow Planning
- ✓ Emergency Fund Establishment
- ✓ Debt Payoff, Including Student Loans
- ✓ Personal Insurance Assessment
- ✓ Wealth-building & IRAs; Roth vs. Traditional
- ✓ Investment Risk Assessment
- ✓ 401k/403b Advice & Rebalancing Recommendations
- ✓ Crypto Asset Assessment
- ✓ Credit Report & Score Review
- ✓ Tax Return Review & Projections
- ✓ Investment Property Evaluation
- ✓ Asset Titling Review
- ✓ Higher Education Planning
- ✓ Social Security Projections
- ✓ Roth Conversion Planning
- ✓ Employer Stock Option Advice
- ✓ Beneficiary Designations Review
- ✓ Financial Plan Creation
- ✓ 3-Month Follow Up Meeting
Financial Planning
Retirement
One-time fee paid in two installments. Includes comprehensive financial plan strategy document, four planning sessions, and one 3-month follow-up session.
- ✓ Financial Goals Identification
- ✓ Personal Cash Flow Planning
- ✓ Emergency Fund Establishment
- ✓ Debt Payoff, Including Student Loans
- ✓ Personal Insurance Assessment
- ✓ Wealth-building & IRAs; Roth vs. Traditional
- ✓ Investment Risk Assessment
- ✓ 401k/403b Advice & Rebalancing Recommendations
- ✓ Crypto Asset Assessment
- ✓ Credit Report & Score Review
- ✓ Tax Return Review & Projections
- ✓ Investment Property Evaluation
- ✓ Asset Titling Review
- ✓ Higher Education Planning
- ✓ Social Security Projections
- ✓ Roth Conversion Planning
- ✓ Employer Stock Option Advice
- ✓ Beneficiary Designations Review
- ✓ Long-term Care Planning
- ✓ Estate Planning & Document Review
- ✓ Charitable Giving Strategies
- ✓ Family Gifting Strategies
- ✓ Business Succession and/or Transfer Planning
- ✓ Financial Plan Creation
- ✓ 3-Month Follow Up Meeting
You've completed your financial plan. Now what?
Financial Planning Monthly Subscription
Once you're in financial shape, it takes work and focus to stay in shape. After we've delivered your financial plan, this is your all-access pass to our CFP® professionals. As your life changes, so will your financial plan. To become a financial planning subscription client, one must first complete one of our packages above.
Ready to get your finances in shape?
Schedule a complimentary intro call with one of our CFP® professionals and let's get started.