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Get a Financial Check Up

Short-Term Financial Planning

Ready for a financial check-up? Get a second opinion on your existing plan, tackle a major life decision, and gain confidence in your financial decisions.

Instar Financial Planning
Overview

We will meet 4 times over the course of 6 months to address your specific planning goals and needs. You continue to implement your plan on your own until you’re ready for another check-in.

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Do you have a specific financial goal in mind?

Perhaps you're buying a home, starting a business, or navigating a major life transition.

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Do you want a clear, actionable plan with defined deliverables?

You will finish our engagement with a clear, actionable plan to meet your goals.

Comprehensive Financial Planning

Are you looking for a one-time engagement?

We’ll review your plan in 4 scheduled meetings with the option for future check-ins as needed.

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Are you comfortable implementing your own plan?

You take a DIY approach to your finances, but want expert guidance to develop a plan or review your current one.

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Is cost a major factor in your decision?

Short-term planning often offers a more affordable alternative to ongoing financial advice.

How it Works
Short-term financial planning roadmap

Validate Your Plan; Make Decisions; Gain Confidence

Cost
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