Financial Planning Intensive
You don't need a complete financial overhaul, you just need clarity about what comes next.
A focused planning session designed to help you:
Understand where you stand.
Identify what deserves your attention.
Create a clear plan for what to do next.
No ongoing advisory relationship or investment management required.
You're doing okay financially. But it doesn't always feel that way.
You've built a career. You're earning a good income. You've saved some money. Maybe you've accumulated retirement accounts, investments, home equity, or other assets.
But your financial life still feels...disorganized.
You find yourself wondering:
Are we actually on track?
Are we saving enough?
Could I retire—or work less—sooner than I think?
Should we pay off the mortgage?
What should we do with the cash we've accumulated?
Can we afford to help our kids?
Are there things we're missing?
Or maybe you simply want someone with financial expertise to look at the whole picture with you and say:
“Here's what you're doing well. Here's what deserves your attention. And here's what we'd do next.”
That's exactly what a Financial Planning Intensive is designed to do.
Financial planning doesn't have to mean investment management.
You don't have to hand someone your investment portfolio or commit to an ongoing advisory relationship to benefit from professional financial planning.
Sometimes you need someone …
To help you think.
To run the numbers.
To ask questions you haven't considered.
To help you understand your options and the tradeoffs.
And ultimately, to help you make a wise, informed decision.
You bring your financial life and the questions you've been carrying. We bring financial expertise, perspective, and a process designed to help you move forward with clarity.
What to Expect
We start with your financial life - not a checklist.
Before we meet, you'll complete a Getting Started questionnaire so we can understand what you've built, what matters most to you, and the financial questions you've been carrying.
We'll review your information ahead of time so our conversation can focus on what deserves your attention.
Together, we'll:
Look at where you are today.
We'll help you see the financial foundation you've already built.Identify what deserves your attention.
Not everything is equally important. We'll separate what matters now from what can wait.Work through your most important questions.
We'll run numbers, explore options, discuss tradeoffs, and provide professional perspective.Create a plan for what comes next.
You'll leave knowing what to focus on first—and what you can stop worrying about.
You'll leave with more than a conversation.
Your Financial Planning Intensive includes your:
Financial Snapshot
A big-picture view of what you've built, what you're currently doing, and what matters most to you.
Financial Priority Map
A clear view of what needs your attention Now, Next, Later, and what you can stop worrying about.
90-Day Action Plan
Up to three specific actions to help you turn clarity into progress.
Personalized Resources
Resources selected based on your priorities and the conversations we have together.
The goal isn't to give you more financial homework. It's to help you know what matters, and what to do about it.
Because the numbers aren't the point.
Yes, we care about the numbers.
Saving matters. Investing matters. Retirement matters. Taxes matter. Risk matters. Legacy matters.
But ultimately, money is a tool.
The bigger question is: What do you want your money to make possible?
More time?
More freedom?
A career change?
Retiring sooner?
Helping your children?
Giving generously?
Traveling while you're healthy enough to enjoy it?
Simply feeling like you don't have to think about money all the time?
Is a Financial Planning Intensive right for you?
A Financial Planning Intensive may be a great fit if:
you've accumulated some assets but don't currently have a financial advisor
feel financially disorganized despite earning and saving well
have a specific financial decision you'd like professional guidance on
want a professional perspective on what deserves your attention next
A Financial Planning Intensive may NOT be the right service if:
you're looking for ongoing investment management
you need comprehensive planning and detailed analysis across every area of your financial life
That's okay.
Do Wealth Different offers deeper planning and advisory services for clients who need a more comprehensive relationship.
Getting started is simple.
Embark on a journey to a vibrant, purpose-filled life.
1: See If It’s Right for You
Answer a few quick questions to make sure the Financial Planning Intensive fits what you're looking for.
2: Chose Your Appointment
Select a 90-minute virtual or in-person appointment that works for you.
3: Secure Your Intensive
Complete your $495 payment to reserve your appointment.
4: Share Your Financial Story
Complete your Getting Started questionnaire before we meet so we can prepare.
5: Let’s Get to Work
We'll spend 90 focused minutes together and you'll leave with clear priorities and a plan for your next steps.
Is a Financial Planning Intensive Right for You?
Answer a few quick questions to help determine whether a Financial Planning Intensive is the right fit for what you're looking for. This should take less than two minutes.
FAQs
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No. The Financial Planning Intensive is a standalone service. There is no requirement to move into an ongoing relationship with Do Wealth Different.
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No. You do not need to transfer or have Do Wealth Different manage your investments to participate.
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Yes. If the financial decisions you're discussing affect your household, we encourage both partners to participate.
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After booking, we'll send you a Getting Started questionnaire that explains what information we'll need. You don't need to have your finances perfectly organized before you begin.
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No—and that's intentional. We'll look broadly at your financial picture, but detailed planning will focus on the areas that matter most right now. If your situation requires more comprehensive analysis, we'll let you know.
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Yes. As your life changes or new financial decisions arise, you can return for another focused Intensive.
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You'll receive your Financial Snapshot, Financial Priority Map, 90-Day Financial Action Plan, and personalized resources. We'll also check in after 30 and 90 days to help you stay connected to the plan.
You don't have to figure it all out.
You may not need to do more.
You may not need to save more, research more, or spend another six months wondering whether you're making the right decisions.
You may simply need to understand where you are, what matters most, and what comes next.