$50 Financial Planning Fridays
One hour. One flat fee. Your questions.
Some financial questions don't need a full financial plan. They need an hour with someone who can help you see the whole picture. Every Friday, I set aside time for exactly that.
It's an hour-long Zoom session where we walk through your situation together using a visual tool called Asset-Map. It organizes your financial picture so you can see everything in one place — your accounts, insurance, property and goals — without the overwhelm.
How it works
1 · CHOOSE A FRIDAY
Pick an open Friday time in the scheduler. Nothing is paid when you book.
2 · COME AS YOU ARE
You don't need to gather documents. If it's easy, a rough list of your accounts helps us get further in the hour.
3 · WE MEET FOR AN HOUR
We meet on Zoom and build your picture together in Asset-Map, so we're both looking at the same page.
4 · YOU LEAVE WITH CLARITY
You leave with a clearer view of where you stand and what you may want to consider next.
Questions people bring
- How do I prioritize my savings?
- Am I on track for my long-term goals?
- What should I review after a major life change?
- How do I bring clarity to a complex financial picture?
- Does a recommendation I've received make sense for my situation?
And any others that have been sitting on your mind.
Who it's for
Professionals and families who have real questions but aren't sure they're ready to commit to a full financial plan. For many people, it's an easy first step toward understanding where they stand. Business owners are welcome too: an hour is a good way to see how the business fits into everything else you own.
A SECOND SET OF EYES
Already working with an advisor? A Friday hour can also be a second opinion. If you're unsure about a recommendation you've received, or you'd like someone to look a little deeper at your overall picture, bring it along. We'll look at it together, and you'll leave with a clearer sense of the questions worth asking. There's no expectation that you change anything.
What it isn't
It isn't a sales pitch, and there's no obligation to do anything afterward. It also isn't a full financial plan. An hour is a starting point. If it makes sense to go further, we'll talk about what that would look like. If it doesn't, you'll still leave knowing more than you came in with.
We believe in conversations
Every relationship at Reviresco starts the same way: with a conversation. It's Step 1 of The Next Chapter™ Process, and it's simply a chance to get to know each other and for each of us to see whether we're a fit.
Some conversations are easy. Some are joyful. Some are difficult, and some are painful. We sit in all of them. These are trust-bearing conversations, and we treat them that way, because that's where people begin to find the clarity they're looking for.
Friday hour or first conversation? If you're wondering whether we should work together, start with a first conversation. It's free. If you have specific questions you'd like to work through now, the Friday hour is built for that.
Common questions
Is it in person?
Friday hours are on Zoom, so you can join from wherever you are.
What do I need to bring?
Nothing is required. A rough list of your accounts, policies and goals helps, but we can build it together.
How do I pay the $50?
Nothing is paid when you book. Because the fee is billed through LPL Financial, I'll collect the information that billing requires, including your Social Security number. That step is required by regulation, and it's handled securely.
Does the $50 count toward a financial plan if I decide to go further?
No. The Friday hour stands on its own. If you decide to go further, a financial plan is a separate engagement with its own fee, and we'd talk through that first.
What if I need to reschedule?
Just let me know. Nothing has been paid, so there's no penalty and no hassle.
Is this a full financial plan?
No. It's one hour focused on your questions and your overall picture. A full plan is a separate engagement.
This material is for general information only and is not intended to provide specific advice or recommendations for any individual. Please consult your financial professional for guidance specific to your situation. Reviresco Financial Planning & Wealth Management and LPL Financial are separate entities.