Solutions

Pick Your Service Tier

At Unburdened Financial Planning, we offer three clear, flat-fee pricing options to help you acheive your God given goals with the resources He has given you to manage. Only pay for what you need by chosing the plan that meets your needs! These plans are all provided with no commissions and no management fees.

Essentials Plan

$99/mo

$1,800 one-time planning fee

Get Essentials

Key Features:

  • Unlimited on-demand advice from your CFP®
  • Financial monitoring & Budgeting Software
  • Written Financial Plan Covering:
  • Financial Status Report
  • Cash Flow
  • Charitable Giving Strategies
  • Debt
  • Savings
  • Employee Benefits
  • Retirement Forecast

Strategic Plan

$199/mo

$2, 700 one-time planning fee

Get Strategic

Essentials plus:

  • Personalized investment recommendations

  • Portfolio management with no AUM fee
  • Written financial plan covering:

  • Financial Status Report
  • Cash Flow
  • Charitable Giving Strategies
  • Debt
  • Savings
  • Employee Benefits
  • Retirement Forecast
  • Account Selection
  • Investment Management
  • Insurance Audit
  • Equity Compensation Planning (RSUs, ISOs, Self-employment)

Legacy Plan

$299/mo

$3,600 one-time planning fee

Get Legacy

Essentials & Strategic plus:

  • Personal tax prep & filing
  • Meet with your CPA annually
  • Complete will and/or trust based estate plan
  • Written financial plan covering:

  • Financial Status Report
  • Cash Flow
  • Charitable Giving Strategies
  • Debt
  • Savings
  • Employee Benefits
  • Retirement Forecast
  • Account Selection
  • Investment Management
  • Insurance Audit
  • Equity Compensation Planning (RSUs, ISOs, Self-employment)
  • Tax Recommendations
  • Curated Estate Plan

Investment Management

Essentials

Strategic

Legacy

Risk Assessment

Portfolio Analysis

Fully Managed portfolio at 0% AUM

Tax-Efficient Investing

Tax Loss Harvesting

Real Estate & Non-Stock Anaylsis

Self Employment

Essentials

Strategic

Legacy

Self-Employed Retirement Accounts

Health Insurance Analysis

Tax Strategies & Analysis

Business Bookkeeping

Add-on

Partnership & Corporate Tax Returns

Add-on

Tax Planning

Essentials

Strategic

Legacy

Tax Minimization Strategies

Personal Return Prep & Filing

Annual Tax Planning Meeting

Work with a dedicated CPA

Estate Planning

Essentials

Strategic

Legacy

Beneficiary Assignments

Last Will & Testament

Revocable Living Trust

Health Care Proxy

Powers of Attorney

Guardian Assignment for Children & Pets

Charitable estate planning