How It Works

Your Financial Plan, Step by Step

At Barrett Financial Planning, we’ve designed a process that’s as straightforward as our hourly approach. Here’s what you can expect:

1. Free Initial Discussion
We start with a no-cost, no-pressure conversation. I’ll get to know your situation, assess the complexity of your needs, and provide a firm quote for your initial financial plan. No surprises—just clarity from the start.

2. Deep Dive Analysis
Once we’re aligned, I roll up my sleeves and dig into your financial picture. From income and expenses to investments and goals, I’ll analyze it all with an unbiased eye.

3. Your Plan, Delivered
I’ll craft a personalized financial plan tailored to you, complete with clear recommendations. We’ll walk through it together, and I’ll answer every question you have—big or small.

4. Ongoing Flexibility
After your plan is in hand, you’re in control. Need a quick answer down the road? Facing a major life change that calls for a new plan? I’m here on your terms, with no minimum fees or long-term commitments. Whether it’s a 15-minute chat or a full refresh, you decide when and how we work together. Our process is built to fit your life—not the other way around. Ready to get started? Let’s schedule your free discussion today!

Ready to chat? Click the button below to schedule a 15 minute call with Google Meet.