Financial Planning Services
Financial Planning Services
Plan with Purpose. Build with Confidence. Grow with Strategy.
At Money Tree Financial Services LLC, we believe that financial planning isn’t just for the wealthy—it’s for everyone. Whether you’re starting your first budget, saving for a home, preparing for retirement, or creating a generational legacy, we provide expert guidance and practical tools to help you reach your goals.
Why Financial Planning Matters
A strong financial plan is your roadmap to stability, security, and success. With the right strategies in place, you can:
- Eliminate debt and grow savings
- Plan for major life milestones
- Prepare for emergencies and unexpected expenses
- Build wealth and invest with confidence
- Protect your family and your future
Financial Planning Packages
We offer planning options for all stages of life. Whether you need a one-time strategy or ongoing support, we’ve got a package to fit your needs:
Perfect for beginners or anyone needing a financial reset.
$149/month
Features :
- • 1-on-1 coaching session (60 minutes)
- • Personalized monthly budget
- • Income vs. expense analysis
- • Savings goal-setting guide
- • Custom budget template
Designed for those working toward debt freedom and better credit.
$399/quarter
Features :
- • 3 sessions over 60 days
- • Budget, savings, and debt strategy
- • Debt elimination roadmap (Snowball or Avalanche)
- • Intro to credit management
- • Financial goals worksheet pack
A complete 3-month transformation plan to organize, grow, and protect your finances.
$999 (3-month program)
Features :
- • 6 sessions over 90 days
- • Full financial assessment
- • Retirement & long-term planning guidance
- • Investment basics intro
- • Investment education (non-advisory)
- • Wealth-building tools + bonus resources
- • Financial planning binder (digital or physical)
Add-On Services
- Estate Planning Consultations
- Tax-Advantaged Savings Plan Setup
- Life Insurance & Legacy Planning
- Business Start-Up Financial Plans
- Couples & Family Money Coaching
Ask about bundled discounts with credit repair, identity protection, and coaching packages.
How It Works
We begin with a 30-minute session to learn about your goals, concerns, and current money habits. From there, we’ll recommend the best coaching plan for you.
Plan
You'll receive a tailored plan with step-by-step actions, budgeting tools, and short- and long-term financial milestones.
Your coach will meet with you regularly to review your progress, overcome challenges, and keep you on track.
Get direct email access to your coach, optional text check-ins, and resources sent straight to your inbox.
Coaching Focus Areas
- Budgeting That Works for You
- Credit Score Improvement & Repair
- Debt Payoff Plans (Snowball & Avalanche)
- Saving for Short-Term & Long-Term Goals
- Investment Education & Retirement Planning Basics
- Homeownership Readiness
- Money Mindset & Confidence Building
- Financial Literacy for Families & Couples
Who We Serve
- Individuals ready to take charge of their money
- Couples looking to align their financial goals
- Parents preparing for college or childcare expenses
- Professionals planning for retirement
- Entrepreneurs needing foundational money management
- Anyone tired of feeling financially stuck
Why Work With Us?
Book Your Planning Session
