Welcome to Solari Financial Planning
Welcome, I’m glad you’re here! I’ve listed the most common ways I work with my clients below.
Not sure which service is best for you? Don’t worry; we’ll go over that in our complimentary initial call, which you can book here.
How will we work together?
| 10+ YEARS UNTIL RETIREMENT |
The most popular choice for my clients in this group is the monthly membership.
| RETIRING WITHIN 10 YEARS |
If you’ll be retiring within 10 years, clients are often looking for a monthly membership or investment management.
| RETIRING WITHIN 5 YEARS |
When retirement is only a few years away, it’s important to look at asset management.
| ONE-TIME FINANCIAL PLAN |
Unsure what service best suits you? Get started with an initial, one-time plan to assess your financial needs.