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The TJC Experience

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Introduction

A conversation to understand your goals, priorities, and how we can best support you.

Discovery

A comprehensive review of your financial landscape, opportunities, and long-term objectives.

Strategy

We develop thoughtful recommendations tailored to your unique circumstances and goals.

Implementation

Together, we prioritize and execute the strategies that best support your vision.

Ongoing Advisory

As your life and business evolve, your strategy evolves with you.

Introduction

A conversation to understand your goals, priorities, and how we can best support you.

02

$300.00

Discovery Session

The fee covers:

  • Financial Goal Exploration – We’ll discuss your goals, concerns, expectations, and overall financial vision to create a clear picture of your needs.
  • Document Review & Financial Spreadsheet – We’ll request key documents and provide a financial spreadsheet to assess your current financial status.
  • 360° Financial Analysis – By combining your input with our expertise, we’ll evaluate all aspects of your finances for a complete overview.
  • Custom Solutions – Using advanced technology and our expertise, we’ll craft personalized strategies to help you meet your goals.

03

$200.00

Financial Education Strategy

Learn the “why” behind our strategies:

  • Education Series – Gain insight into the strategies we use and the reasoning behind them.
  • Innovative Solutions – Discover unique financial solutions that most people aren’t aware of, giving you a broader perspective.
  • Empowerment & Confidence – We ensure you have the knowledge needed to make informed and confident financial decisions.

04

$400.00

Customized Financial Plan

Our team conducts a full comprehensive financial analysis to help you achieve your goals.

This fee covers:

  • Thorough Financial Review – We analyze your current financial landscape, retirement goals, and overall objectives.
  • Strategic Planning – We develop a customized strategy tailored to your needs, providing multiple options to choose from so you can select the best path forward.
  • Expert Insights & Recommendations – We evaluate your goals, suggest alternative solutions, and identify ways to improve your financial outlook.
  • Time, Effort & Precision – Our process requires careful analysis to provide accurate, actionable advice that aligns with your vision.
  • Cutting-Edge Tools – We introduce advanced technology to support your ongoing financial planning for personal and business success.

05

start at $400 / month

Action Steps & Support

Financial Subscription Plans

  • Detailed Plan Outline – We’ll break down your strategy step-by-step, ensuring you understand each aspect and feel confident in the plan.
  • Package Selection – Choose the financial package that best fits your needs and budget, allowing flexibility in services.
  • Implementation Support – We’ll guide you through each step of implementing your plan, ensuring everything aligns with your goals.

06

Ongoing Guidance

Ongoing Support & Progress Monitoring

  • Quarterly Check-Ins – Systematic quarterly reviews to track progress and adjust your plan as needed.
  • On-Demand Support – Life happens! Reach out anytime for guidance, and we’ll help keep you aligned with your financial goals.
  • Long-Term Partnership – We’re here for you through all of life’s changes, offering continuous support, adjusting your plan as life evolves, and ensuring you stay on track for the future.

Or Choose

07

Flexible One-Time

Financial Services

Choose individual service as needed, with the option for ongoing account management

Get expert advice on a specific issue:

  • Tailored Financial Analysis – Receive a focused analysis to help you make informed decisions, ensuring your coverage aligns with your financial goals.
  • Snapshot of Your Finances – We’ll provide a clear picture of your current financial situation along with actionable recommendations.
  • No Long-Term Commitment – Get the advice you need without the pressure of a long-term commitment.
  • Opt-In for Continued Support – Choose to receive ongoing support and strategic financial oversight whenever you need it.

Our number

(832) 409-7720

Our Email

info@tjconsultancyllc.com

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