Planning Services
There is no one-size-fits-all solution to financial planning. While each planning package may feature similar focus points, each person’s unique circumstance is different. Comprehensive, advice-only planning focuses on creating a clear, measurable action plan to move you toward your life and money goals with confidence about “what” to do, “how” to do it, and “why” the pathway is recommended. Service Request Form below.
Packages & Pricing
Financial Foundations
An introductory planning process that focuses on laying the foundational tools of financial wellness, education, and building habits through coaching.
Best for:
- Recent graduates
- Early-career professionals
- Financial coaching and literacy-focused clients
Includes The Following Services:
- 12-Month Planning Roadmap
- Life & Financial Goal Setting
- Employee Benefits Recommendations
- Budgeting and Credit Education
- 8 Weeks Coaching + 30-Day Follow-up
Total Fee: $800 (split into 4 equal payments across 90 days)
Wealth Builders
6 Meetings to create and implement a comprehensive financial plan for those looking to refine their current money approach.
Best for:
- Family planning and combining finances
- Career-changers and promotion navigation
- Transitioning to entrepreneurship
Includes Wealth Foundations, Plus:
- Insurance Review & Planning
- Saving & Investment Strategy
- Foundational Estate Planning Strategy (Will, Power of Attorney)
- Foundational Tax Strategy
$1,500 (split into 4 equal payments across 90 days)
Advanced Planning
8 Meetings to create and implement an advanced plan for those requiring a more nuanced approach.
Best for:
- Complex family needs
- Multiple streams of income
- Early business planning
- Commission earners and equity-based compensation
Includes Wealth Builders, Plus:
- Launch, Growth & Exit Planning for Businesses
- Real Estate Strategy
- Individual Stock Strategy
- Equities-Based and Variable Compensation Planning
$2,400 (split into 4 equal payments across 90 days)
Retire, FI/RE, and Inheritance Strategies
8 Meetings to prepare for significant financial changes, the preservation of wealth and entering financial freedom
Best for:
- Individuals within 5 years of their desired retirement, or currently retired
- Individuals who have received a lump sum from an inheritance, business sale, settlement or other major event
Includes:
- In-Depth Estate and Inheritance Analysis
- (Early) Retirement Income and Taxation Strategy
- Comprehensive Insurance Analysis
- Comprehensive Investment Strategies
- Medicaid, Medicare, Social Security and Pension Strategy
Total Fee: $3,000 (split into 4 equal payments across 90 days)
Customized Planning & Repeat Services
Need a one-time consultation, a second opinion for an urgent decision, or to create a customized arrangement for your needs?
Single-issue and custom consultations are billed on an hourly basis, Min. 3 hours at $100/hr, billed upfront. Contact for quotes.
Retained planning and returning client services are billed at a 25% discount from the package price listed, excluding Wealth Foundations.
For all questions, please contact Khalil Williams, Compliance Officer and Financial Advisor for Omni Wealth Planning.
Service Request Form
Request received!
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