Specific Financial Project

You hire Ortman Financial Planning to assist with a specific financial concern or do a deep-dive on your overall financial plan. Your finances are getting increasingly complex and you want to make sure you’re making the right decisions with your money. We’ll gather all relevant financial information, discuss your goals and priorities, and make recommendations for any changes that might be needed.

This could also be the appropriate service if you are looking for detailed guidance on a specific topic. This could include Social Security, student loan repayment, retirement planning, review of employer benefits, and more.

Fee: Between $500 and $7,000 depending upon project and client needs. You will receive a specific quote after a complimentary initial call.

Schedule a complimentary 30 minute call to discuss your situation and needs.