I've never talked about this in an InfoMinute, and I don't plan to make it a regular topic. I just want PowerCore to know it exists, because it might be a lifeline for the right person. 

I offer an advice-only service. The investment is $800 to start and $400 a month. No portfolio required. Just a CFP in someone's corner helping them make the right money moves.

Here's what that looks like. One in-office meeting a month creates the accountability that makes the difference between someone who knows what to do and someone who actually does it. Cash flow planning means they stop wondering where the money went and start telling it where to go. Access to Monarch Money keeps that visibility alive between meetings, not just during them. And retirement planning software turns a future that feels abstract into something they can actually see and work toward.

This is a good fit for someone whose assets are tied up in a 401(k) they can't roll over yet, or someone focused on getting out of debt. It's also, and I mean this lovingly, for the person who makes too much money to be this darn broke. They've read every book. They just can't seem to get out of their own way on their own.

I haven't shared about this because my availability for this offer is limited.