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Client Thoughts

How to Get Started?

To begin your journey with Plan and Roam Financial, simply book a free consultation through our website. We will discuss your unique financial situation and create a personalized plan tailored to your needs.

What Services Do We Offer?

We offer a range of services, including financial education workshops, one-time customized financial plans, and ongoing coaching to provide you with the support you need on your financial journey.

Who Are Our Clients?

We understand the unique needs of individuals and families. Our dedicated team is here to support you every step of the way, helping you achieve your goals and succeed in all your endeavors.

Shared Values

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  • Curious and motivated to learn, not just be told what to do.

  • Want simple, clear plans without the jargon.

  • Believe in delayed gratification, consistency, and building wealth step by step.

  • Value having a coach-style counselor who empowers them with knowledge and accountability.

Pricing

Workshops

Our financial education workshops start at $49 for a single session, focusing on essential money management skills for everyone

One-Time Plan

Our customized one-time financial plans begin at $299, designed to provide you with personalized strategies to achieve your specific financial goals. How to invest, and how to budget and save.

Ongoing Coaching

Ongoing coaching packages start at $199 per month, offering regular check-ins and accountability to keep you on track for your financial success.

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