One Time-Calls
Get pure advice with a one-time, one-hour call. These calls offer real-time answers to your financial questions without any ongoing commitment.
Pricing starts at $199 per hour, depending on complexity.
Popular questions include:
How should I start investing?
Is my investment allocation appropriate for me?
How much house can I afford?
How do I begin investing for my kids?
What’s the difference between Roth and traditional?
What do I do with my old job retirement plan?
What This Isn’t Meant For
While a one-time call is ideal for getting answers to 1-3 specific financial questions, it does not include ongoing support. For example, it won't allow for email follow-up questions, retirement projections, or access to our financial planning software.
For continued, regular support, consider our financial planning memberships.
How It Works
Step 1: Book a time
Book a time here.
If there isn’t an available time that works for your schedule, please email support@casitafinancialplanning.com.
Please make sure to include the questions you’d like answers to during the call.
Step 2: Sign up
After you book a time, you’ll receive an email from AdvicePay to:
Sign your contract
Pay for the one-time call
Step 3: Gather info
You’ll have an opportunity to share your screen during the call to review important information. Please gather necessary documents before your call to make the most of our time together. This may include:
Your monthly budget
Net worth statement
Investment account statements
Debt interest rates
Step 4: Virtual call
We'll connect via Google Meet for the hour, where you’ll receive live advice. After the call, you’ll receive an email summary of what was discussed, recommendations, and action items.
Ready to get started?
Schedule your one-time call to get your questions answered.