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Our Services
Free Discovery Call
Start your financial journey with a no-pressure, 30-minute Discovery Call. This session is all about getting to know each other. We’ll discuss your goals, challenges, and what you’re hoping to achieve with your finances. I’ll walk you through how I work and answer any questions you have. This call is completely free—no sales pitch, just a conversation to see if we’re a good fit. Click the Book Free Discovery Call button to get started.
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Single Financial Planning Session
Individuals: $110/session
Couples: $120/session
After your Discovery Call, book a focused, one-hour session on the financial topic that matters most to you. Whether it's budgeting, debt repayment, savings strategy, or getting started with investing, this personalized session is designed to give you clarity, confidence, and a clear action plan. Perfect for anyone looking for one-time guidance without a long-term commitment.
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Comprehensive Financial Planning
Individuals: $125/month for 12 months
Couples: $150/month for 12 months
This is your all-in, personalized financial game plan. After our Discovery Call, we’ll kick things off with a 60-minute planning session where we create a tailored roadmap based on your financial goals. You’ll receive a formal written comprehensive financial plan encompassing all aspects of your life, along with clear, actionable advice to implement it over the next 12 months.
Your plan comes with two formal check-ins per year (every six months) and unlimited call, text, and email support in between—so I’m there when you need guidance, big or small. After the initial 12 months, you can continue with ongoing support or choose to cancel at anytime.​
Start with our Free Discovery Call
What is Advice-Only Financial Planning?
At 5 O’Clock Financial, we believe in transparent, unbiased financial guidance—no sales, no commissions, no product pushing. We're not licensed to sell investments or insurance, so there's zero pressure to buy anything. This is advice-only financial planning designed to empower you—not sell to you.
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We focus on education, encouragement, and practical advice so you stay fully in control of your money. Whether you need help with budgeting, debt repayment, investing, or long-term planning, we provide clear, conflict-free strategies tailored to your goals.
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Want to start investing? We’ll help you set up your own account and walk you through building a simple, low-maintenance portfolio that fits your goals and risk tolerance—either over screen share or in person. Our mission is to make DIY investing easy and stress-free.
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You pay for advice—not products. That means you get honest guidance built around your success. No hidden agenda. Just real support, on your terms.