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 One-time Projects

One-time Project Overview

$1,500 - $5,000

BASED UPon Complexity


Introductory Meeting

(30 Minutes)

Complimentary meeting to discuss planning objectives, determine fit, gather information, and recommend next steps.

Project Proposal

Review a detailed proposal of your project scope, plan deliverables, and fees. Adjust as necessary.

Getting Organized Meeting

(60 minutes)

Gather required financial documents and clarify details for analysis.

Analysis & Plan Creation

Kardinal Financial develops your plan with detailed analysis, recommendations, and action items.

Plan Delivery Meeting

(90 minutes)

Review your financial plan, discuss action items, and address any follow-up questions.

Frequently Asked Questions (FAQ)