Overcome Express
Our Overcome Express service provides project-based financial planning services on a limited scope one-time engagement. Project-Based Financial Planning is available for Clients looking to address specific questions or issues. The Client may choose from one or more financial planning topics to cover.
For Project-Based Financial Planning, the Client will be ultimately responsible for the implementation of the financial plan. The Overcome Express service is great to help those out in a crisis or situation where they need quick and specific guidance. The cost varies with complexity.
Project-Based Financial Planning
- Limited scope, one-time engagement
- Addresses specific questions or issues
Ideal For:
- Quick and specific guidance during a crisis
Client Responsibility:
- Implementation of the financial plan
Cost & Timeline:
- Varies with complexity
- 2-4 weeks
Overcome
Our Overcome service includes the initial construction of a comprehensive financial plan. You will be working one-on-one with RFS after an initial fee of $2,500 is paid. The length of time required to complete and deliver the plan is dependent on several factors including the needs of the Client, the Client’s ability to provide any necessary information and documentation, as well as the complexity of their financial situation.
Comprehensive Financial Plan
- One-on-one collaboration with RFS
- Initial fee: $2,500
Plan Development:
- Based on client's needs and complexity
- Client provides necessary information and documentation
Deliverables:
- One-time financial plan with recommendations
- 30-day follow-up meeting
Timeline & next step:
- 1-2 months
- Option to transition to Thrive service
Onboarding
Enrollment Fee: $350 (one-time per household)
Covers:
- Integration into our customer database
- Setting up new billing accounts
- Due at the beginning of the engagement