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Financial Planning

Financial Planning
Financial Planning Process

Who is Financial Planning for?
Financial planning is a powerful tool that can benefit anyone: individuals, families, business owners, or those seeking to improve their financial well-being at any stage in life. Whether you're just starting out in your career, juggling family finances, planning for retirement, or running a small business, financial planning provides personalized strategies to help you achieve your unique financial goals.

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What does Comprehensive Financial Planning cover?

Comprehensive Financial Planning includes:

  • Retirement Planning

  • Tax Planning

  • Investment Planning

  • Estate Planning

  • Goal Planning

  • Cash Flow Management

  • Risk Analysis

  • Debt Assessment

  • Long-Term Care Planning

  • Charitable Giving

  • and more as they apply

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How much does Financial Planning cost?​​​​

The Foundational Plan (steps 1-5) is a one-time cost, and the amount depends on the level chosen.

  • ​​​Bronze Level ($2,500) is for those with young families, in the early stages of their career, or who have fewer planning concerns at this point in their lives. Retirement planning is addressed but not to the depth of the Gold and Platinum levels. 

  • Gold Level ($3,100) is the most popular of our financial planning levels. It's best for the typical family, couple, or individual and for those whose main concern is retirement.

  • Platinum Level ($3,850) is for those who have more complex tax or estate circumstances, high net worth, or who own and run a business. 

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Ongoing Financial Planning (step 6. Monitor & Update) has a recurring cost, billed quarterly starting 3 months after the Foundational Plan is delivered. This cost varies by the amount of time desired or needed.

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To find out more and how Financial Planning can benefit you, schedule a free Introductory Meeting with us!​

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Fruit of the Vine Financial, LLC (FOTVF) is a registered investment adviser offering advisory services in the States of Texas and Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FOTVF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of FOTVF, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

©2026 by Fruit of the Vine Financial

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