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Our Services
Free Discovery Call (Start here!)
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.
Financial Reset Plan
$197 | Includes 1 month of support
A structured plan to help you take control of your finances.
Add-On: Monthly Planning Support
We’ll cover:
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Budgeting & cash flow
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Debt payoff strategy
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Investment direction
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Financial organization
Includes:
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Personalized financial plan
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60 minute planning session
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4 weeks of support
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Weekly check-ins (30 minute maximum)
Best for:
Getting organized and building a strong financial foundation
Comprehensive Financial Planning
$497 | Includes 1 month of support
A complete financial plan with ongoing guidance.
Add-On: Monthly Planning Support
We’ll cover:
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Budgeting & cash flow
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Debt payoff strategy
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Investment planning
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Retirement planning
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Insurance review
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Tax considerations
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Estate planning basics
Includes:
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Full personalized financial plan
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60–90 minute deep-dive session
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1 month of support
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Unlimited access (call, text, email)
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Ongoing adjustments as your situation evolves
Best for:
A full roadmap with support as you implement it
Monthly Planning Support Add-On
$97/month | Continue working together after your initial plan
Add on monthly planning support to either the Financial Reset Plan or Comprehensive Financial Planning services.
Includes:
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Unlimited Support via call, text, and email
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Quarterly check-ins
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Semiannual reviews (60-90 minutes)
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Ongoing plan updates
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.
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.
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.
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.