Exclusive Financial Planning
You know what to do. You just haven't had the right partner to help you do it.
Managing a career, a household, and a financial future all at once leaves little room for the deep thinking your money deserves. Generic advice from Google and social media isn't built for your life, your income, your goals, your family, your timeline. Exclusive Financial Planning gives you something different: a dedicated partner who sees your full financial picture, keeps you accountable, and moves you from intention to action year after year. This isn't an expense. It's an investment in your legacy, your long-term wealth, and the financial confidence you've been working toward.
How much should I save each month to reach my goal?
What should I do with my bonus money?
How do I get started saving for my child's education?
Which one is right for me, a 401(k), IRA, and Roth IRA?
The Planning Process
Introduction Call
Implement & Follow-up
Analyze
Understand & Learn
Plan Presentation
Monitor and Review
You will work on your to-do’s and be held accountable. The goal is for you to feel empowered to make exceptional decisions about your life and money. This is where having designated meetings is important.
For Exclusive Financial Planning clients, you will receive regularly scheduled reviews and meetings that allow for consistent check-ins. We’ll revisit your goals and make adjustments or course corrections to your plan as needed.
This is where the magic of the plan comes together. I'll present the specific strategic actions required to reach your goals and answer all your questions, giving you guidance at every turn.
During this brief call, I’ll listen to your concerns and requests. We will go over my process and answer your questions. If we decide we should work together, you will move on to the next step.
Once you become a client your data will be gathered in order to understand your personal and financial situation. I'll assess your circumstances and discuss where you are now, and where you want to go, to include values and goals.
We will analyze your goals and values; from the “what age should I retire,” to the “financial independence at 45,” and to the “I need to cut back on work hours for family planning.” We will review the different routes your journey may take you. Don’t worry, it can be updated it for all of life’s course corrections as well.
Finances aren’t a straight line. They’re a winding road with turns, detours, and lessons along the way. The key is having a map so you always know where you’re headed.
Financial Planning and Implementation
We will work closely to develop a customized financial plan and provide the guidance needed to implement it effectively.
Client Website
An individualized online dashboard that monitors your progress and a secure vault for storing all of your crucial financial documents
Continuous Support
Proactive outreach throughout the year to cover various financial subjects and planning possibilities
You will receive...
Your Investment
Services
Retirement and Lifestyle Planning
Smart Saving and Debt Strategies
Investment Planning
Tax-Efficient Wealth Strategies
Protection and Insurance Planning
Education Funding and Legacy Goals
Estate Planning Guidance
Employer stock and equity plans
Rental Property Analysis (NTE 3)
$4,500/year
+ 4 designated meetings/year
+ Annual plan update
+ Unlimited emails
Apart from the above investment, I offer an hourly consultation fee that varies from $250 to $350 per hour based on the specifics of the contracted service. Payment of the consultation fee is expected upon completion of the contracted service.
CONSULTATIONS
FAQS
"Where there is no counsel, the people fall; But in the multitude of counsel there is safety."
You didn't come this far to stop.
New to Essential Wealth Solutions? The Five for Five VIP Day is the perfect starting point before committing to an annual plan.
ABOUT
CONTACT
STAY INFORMED ON THE LATEST STRATEGIES FOR YOUR MONEY
info@essentialwealthsolutions.com
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Essential Wealth Solutions provides financial planning services to assist individuals with enhancing their financial well-being. The Founder, Destiny Freeman, is dedicated to reaching out to those who are enthusiastic about learning, transforming their legacy, and expanding their wealth.
