FINANCIAL PLANNING SERVICES

Here's what we offer, and what you'll pay. Refreshingly direct, isn't it?

 
 

Comprehensive Financial Planning

By "comprehensive", we mean a plan that covers the following, as appropriate:

  • Long-term cash flow projections

  • Monte Carlo statistical analysis

  • Retirement transition planning

  • College savings

  • Employee benefits optimization, including employer stock benefits

  • Insurance, including health, life, disability, and long-term care

  • Investment analysis

  • Cash flow management

  • Debt and credit management

  • Tax planning

  • Estate planning

  • General financial goals

This is how it works:

Pricing is as follows:

  • Initial charge for individuals: $1500 at engagement, and $1500 at initial plan delivery

  • Initial charge for families: $1800 at engagement, and $1800 at initial plan delivery

  • Ongoing charge: $195/month, starting after initial plan presentation

I've designed my planning from the ground up to put money back in your pocket, but I know talk is cheap. That's why we have a full plan guaranteeif you're not happy with the value you get from the initial financial plan, you can walk and get every dime back.

Retirement Planning

If you're looking for something more one-time and less comprehensive, we can focus on a subset of the above: 

 

  • Long-term cash flow projections

  • Monte Carlo statistical analysis

  • Retirement planning

  • Investment analysis

  • 6-month 30-minute followup meeting

 

The retirement planning flow is very similar to that of comprehensive financial planning:

Office Hours

If you just want someone to point you in the right direction, there's Office Hours: 

  • 90 minute meeting on the topic(s) of your choice

  • 7 days of follow-up e-mail to answer any questions not covered in the meeting

  • 30-minute followup meeting, 3 months after the initial meeting

This is a great "jump start" if, for example, you're just starting out and you want a quick, high-level check on some of the topics above.

 

Pricing is as follows:

  • $450 at engagement

5-Minute Financial Scorecard

Whether you’re intentional about it or not, you’re using a set of financial strategies. How much benefit are you reaping from them -- and how much more could they be making? Answer a few questions and find out how optimized your financial strategies are!

Your data is completely private. We’ll only use your e-mail to keep you up to date!

Disclaimer 


The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Seaborn Financial, LLC (referred to as "Seaborn") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. Seaborn does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice,  as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Seaborn be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Seaborn or a Seaborn-authorized representative has been advised of the possibility of such damages. In no event shall Seaborn Financial, LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

SEABORN FINANCIAL, LLC

Address

6617 Oasis Drive, Austin, TX 78749

Contact

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512-814-7258