Our holistic financial planning helps you manage all your financial priorities – big and small – so you can make smart decisions without feeling overwhelmed. Whether you want a complete financial plan or focused advice on specific areas, we customize our services to fit your needs. Through regular check-ins and continuous guidance, we partner with you and tailor services to meet your evolving goals.
Lifelong Wealth: Planning for Every Stage of Life
Financial Planning
At Varra Financial, we recognize that every financial journey is unique. That’s why we offer three distinct levels of planning—each designed to meet you where you are, and grow with you as your needs evolve.
Core - Initial Plan: $3,000+, 12-month engagement
Set a successful course of action for your financial future. Get organized with:
- Portfolio Strategies
- Cash Flow Management
- Retirement Outlook & Optimization
- Life & LTC Insurance Needs Analysis
- Basic Estate Plan Review
- Portfolio Gain/Loss Review
- Large Purchases & Financing
- RMDs & Withdrawal Strategies
Comprehensive - Initial Plan: $5,000+, 12-month engagement
A well-rounded approach to prioritize your financial goals with the help of:
- Financing Strategies
- Education & Family Wealth Planning
- Estate & Philanthropy Analysis
- Income Tax Analysis
- Small Business Planning
- Employee Stock Compensation & RSUs
… plus all additional Core benefits.
Advanced - Initial Plan: $7,500+, 12-month engagement
Build your financial legacy with advanced planning and specialized strategies:
- Complex Portfolio Strategies
- Advanced Cash Flow Analysis & Strategies
- Specialized Family Needs Strategies
- Advanced Estate & Philanthropy Strategies
- Complex Income Tax Strategies
- Advanced Business Strategies
… plus all additional Comprehensive benefits.
