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Financial Planning

We have developed a comprehensive program to understand your circumstances and objectives so that we can work together toward your short and long-term goals. We offer various packages depending on which Baby Step you’re on, from those who are early in their journey and still accumulating wealth, to those who are already retired and are now focused on living their best lives, and everyone in-between!

How We Can Help

How We Can Help

  • Income & expense tools
  • Debt reduction coaching
  • Cash flow planning
  • Small business development
  • Inheritance allocation
  • Investment collaboration
  • Social Security filing strategy
  • Tax planning
  • Life insurance
  • Long-term care insurance 
  • Estate & legacy planning

Clients enrolled in our Financial Planning Program will gain access to your personal financial website: WealthVision. This enables you to see your assets and net worth all in one spot. This tool has secure digital storage for critical estate planning documents, and we will use the software to show how savings and expenditures can impact cash flow throughout your lifetime, and we can build a tax-efficient strategy to meet your goals.


Our Financial Planning Program is priced based on the complexity of your situation, and the amount of time we spend refining the details of the plan as we go through our process. Here are some examples: ​

  • Single person with consumer debt in need of coaching to eliminate debt, build their savings, and prepare to start investing toward retirement ~$2,000
  • Working couple with two to four workplace accounts and a desire to plan ahead for retirement ~ $3,500
  • Couple nearing retirement with stock options, two investment properties ~ $4,000
  • Entrepreneur with a private business or multiple real estate holdings ~ $5,000
  • Entrepreneur with multiple businesses and trusts, requires monthly coaching as complexity grows ~ $8,500

*Schulz Financial Group and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation. 

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