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FIVE POINTS FINANCIAL GUIDANCE
Simple, Transparent Pricing You Can Trust
OUR APPROACH
At Five Points, financial guidance is built on clarity, respect, and real‑world practicality. No commissions. No product sales. No confusing percentages. Just honest support for everyday people.
GET ORGANIZED SESSION
One‑Time Fee: $300–$500*
A focused, judgment‑free starting point to help you get clarity and momentum.
- Review of income, spending, debt, and benefits
- Investing 101 – education session on the basics of investing
- Plan of Action
- Answers to your most important questions
- No ongoing commitment
This session is ideal for anyone who wants to get their financial life under control with clear next steps.
* “Pay what you can” sessions for teachers, first responders, and union/shift workers are available
ONGOING GUIDANCE
Quarterly Subscription: $50–$125
Steady support that adapts as your life evolves — without requiring investment accounts or large balances.
- Unlimited questions as life happens
- Quarterly check‑ins
- Plan updates as things change
- Coaching, accountability, and clear next steps
PROJECT‑BASED PLANNING
Flat Fee: $300–$1,200
Targeted help for specific financial decisions.
- Cost of investing analysis
- Retirement readiness
- Debt management
- College planning
WHAT YOU’LL NEVER SEE HERE
- No commissions
- No product sales
- No percentage‑based fees
- No pressure
- No hidden costs
Just straightforward, human financial guidance.
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