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My First Financial Planner

Financial Planning Service

Financial Planning Service (via MFFP website/online questionnaire)

A service designed to get you on track, to answer your financial questions and to help you feel a renewed sense of financial control. $500.00


  • Confidential online data collection service
  • Development of financial recommendations developed by one of our CERTIFIED FINANCIAL PLANNER™ professionals
  • Investment portfolio review & recommendations
  • One in person( or Zoom session) financial planning meeting to review your financial planning recommendations, to provide you space to ask financial questions and to help you with implementation decisions, 30-40 minutes. 
  • 1 month of email follow up/monitoring