The Right Plan for You
Your path towards financial confidence and independence... It all starts with a Plan.
Are You on Track to Reach Your Financial Goals?
Zig Zigler said it best, "If you aim at nothing, you will hit it every time."
Many people have financial goals—they want to live comfortably, send their kids to college, and retire with confidence. But without a clear plan, these goals remain vague dreams rather than achievable realities.
The problem? Most people don’t have a defined strategy to turn their financial aspirations into results. They hope they’re making the right decisions, but uncertainty lingers.
Financial Success. Financial Independence. Financial Freedom. Financial Confidence.
No matter how you define it, it all starts with a plan.
At Hill-Top Financial Planning, we help you turn financial uncertainty into a clear, actionable roadmap—so you can stop guessing and start building the future you want.
How We’re Different
Most financial advisors focus only on your investments.
But investments are just one piece of your financial puzzle.
At Hill-Top Financial Planning, we take a holistic approach—helping you with everything that impacts your finances, from cash flow to taxes to retirement planning.
We don’t just manage investments. We build a plan for your entire financial life.
Us
Them
vs.
Any Questions?
(Check out our Planning Options Below)
Financial Planning
Investment Management
vs.
Aren’t they the same?
Short answer: No.
Investments are just one part of your financial plan—like the materials for building a house. But you wouldn’t start building without a blueprint, right?
Without a financial plan, how do you know if your investments are aligned with your goals?
The real question is: What’s the plan for your financial future?
At Hill-Top Financial Planning, we help you create a personalized financial plan—so you’re not just collecting investment pieces but building something meaningful.
One Time Engagement
Three Meetings - Discover Meeting, Goals & Data Meeting, Presentation Meeting
Comprehensive Financial Plan
One Page Financial Plan w/ recommendations
Planning Options:
We offer financial planning options to fit your needs.
Un-Guided
One-Time Engagement
Three Meetings - Intro Meeting, Discovery Meeting, Presentation Meeting
Comprehensive Financial Plan
One Page Financial Plan w/ recommendations
Guided
Ongoing Engagement
Three Meetings - Intro Meeting, Discovery Meeting, Presentation Meeting
Comprehensive Financial Plan
One Page Financial Plan w/ recommendations
Progress Meetings - Review progress & life changes
24/7 Access to Advisor - Email, phone, video call, in-person (where available)
Starting at:
$1,500*
Starting at:
$175/month*
Guided Plus
Ongoing Engagement
Three Meetings - Intro Meeting, Discovery Meeting, Presentation Meeting
Comprehensive Financial Plan
One Page Financial Plan w/ recommendations
Progress Meetings - Review progress & life changes
24/7 Access to Advisor - Email, phone, video call, in-person (where available)
Investment Management - Advisor managed investments
Starting at:
$225/month*
*Pricing is based on the complexity of your planning circumstance, as determined by advisor, prior to signing a planning agreement. Ongoing engagements require an upfront fee of one-fourth (25%) of the annual planning fee to engage planning services.