Our Service Options A Penny Planned can help you navigate through all aspects of your financial life. We tailor your plan to your financial needs, goals, and objectives.
No matter what stage of life you’re in or where you want to be, we can help! Our initial consultations are always completely free, as we want to provide potential clients with an outline of what we can do for them before they commit to our services.
Schedule your free consultation with Tyson today!
Get in Touch!Goal-Based Investing
Goal-based planning helps you prioritize and achieve specific financial objectives, such as buying a home, funding education, or building retirement savings.
Retirement Portfolios
Retirement planning involves setting aside funds and investing wisely to ensure financial security and a comfortable lifestyle in your golden years.
Tax Planning
Tax planning involves strategizing to minimize tax liabilities and maximize savings, taking advantage of available deductions, credits, and tax-efficient investments.
Debt Management
Effective debt management strategies help you reduce and eliminate debt, including student loans, medical debt, and credit card debt, improving your financial stability and creditworthiness.
Estate Planning
Estate planning ensures that your assets are distributed according to your wishes upon passing, minimizing taxes and legal complications for your heirs.
College Prep
College planning involves saving and investing wisely to cover the future educational expenses of your children, reducing the burden of student loans and setting them up for financial success.
Professional Referrals
Need an attorney, realtor, CPA, or other finance-related professional? Tyson maintains a healthy professional network, and he would be glad to make a referral and establish connections where they make sense.
OUR PROCESS
Step One: Complimentary Consultation
During this exploratory meeting, which is typically about thirty minutes, we’ll work with you to define your specific financial goals and what you want to get out of working with a financial planner. We will listen to you and explain our process, including our simple monthly subscription fee, thoroughly to determine if our services are a good fit for your family. Click here to review our fee structure – transparency is important to us!
Step Two: Initial Planning
You want to work with us—AWESOME! Now it’s time to really get to know you. We’ll dive deeper into your personalized goals and start collecting more specific financial information from you to start developing your custom plan. Depending on the situation, this meeting may be between one to two hours.
Step Three: Plan Delivery
After Tyson spends quality time crafting your plan, we will review and finalize your plan together. Plans include clear and actionable steps to achieve your optimal results. Our plan delivery meeting typically takes between one to two hours.
Step Four: Ongoing Planning
Once your financial plan is in place, we will create a comfortable ongoing cadence to meet regularly and update your plan, as life happens. You will have access to your financial plan and a variety of financial tools as part of your ongoing subscription.