SERVICES
Values Based
Planning Approach
Standard
Designed for those looking to understand the foundations of their financial situation.
$2,500
Guided Goals & Values Setting
Cash Flow & Budgeting Plan
Investment Strategy Review
Debt Management Analysis
Education Savings Plan
Charitable Planning
Roadmap to Financial Independence
Implementation Support: 3-months
Detailed
Perfect for clients seeking a more in-depth analysis and deeper dive into their financial metrics.
$4,500
Guided Goals & Values Setting
Cash Flow & Budgeting Plan
Investment Strategy Review
Debt Management Analysis
Education Savings Plan
Charitable Planning
Roadmap to Financial Independence
Home Affordability Assessment
Insurance & Protection Guidance
Tax Efficiency Planning
Foundational Estate Planning
Implementation Support: 6-months
Comprehensive
Best suited for those seeking an all-inclusive plan that integrates advanced strategic planning.
$10,000
Guided Goals & Values Setting
Cash Flow & Budgeting Plan
Investment Strategy Review
Debt Management Analysis
Education Savings Plan
Charitable Planning
Roadmap to Financial Independence
Home Affordability Assessment
Insurance & Protection Guidance
Advanced Tax Efficiency Planning
Advanced Estate Planning
Real Estate Investment Analysis
Implementation Support: 12-months
Financial Therapy
Additional Services
Financial therapy is a holistic approach that combines financial planning with emotional and psychological support to help individuals and families better understand and manage their financial behaviors, beliefs and goals.
For more details and information, please contact (480) 389-4323
ABOUT
From Vision to Virtue
Financial planning is not just a tool—it’s a responsibility and an opportunity to live out true stewardship of the resources entrusted to you. It’s about providing security and stability for your loved ones, ensuring their needs are met now and in the future. With a thoughtful plan, you can navigate life’s financial complexities with clarity and purpose, replacing uncertainty with confidence and peace.
Far too often, people overlook how small financial missteps—missed opportunities, overlooked risks, or lack of intentional planning—can compound into significant costs over time. Financial planning helps you identify and avoid these pitfalls, protecting your wealth and positioning you to achieve your goals with purpose.
That’s why we’re dedicated to providing clear, thoughtful financial plans tailored towards empowering you to make informed decisions that align with your values.
What is Fiat?
Fiat is a Latin word that means "let it be done."
It implies a humble trust and faithful acceptance of God's will in all aspects of our life, including our monetary decisions. By embracing Mary's unwavering surrender to God's will when she spoke the words "let it be done", we can confidently approach financial matters with prayerful discernment, generosity, and responsible stewardship.
"Let it be done to me according to your word" (Luke 1:38)
