DIY Focused Financial Guidance
Designed For
Individuals or households who are comfortable managing many aspects of their finances but would benefit from professional insight when making important decisions. Common planning areas include:
- Second opinions
- Portfolio reviews
- Retirement projections
- Education funding projections
- One-time planning questions
- Financial strategy reviews
Our Approach
The DIY Special is designed for those who value independence while still wanting access to trusted guidance and objective advice. Through a focused planning engagement, we provide professional insight while empowering you to confidently implement your decisions.
Aligned with our TREES values, this service emphasizes:
- 🌳 Teamwork through collaborative discussions and expert guidance.
- 🌳 Respect for your existing knowledge and planning approach.
- 🌳 Enhancement through education, analysis, and actionable recommendations.
- 🌳 Environmental Stewardship through thoughtful long-term planning and responsible financial decision-making.
- 🌳 Service through accessible support when you need a trusted perspective.
Included Services
- Personalized planning consultation
- Financial plan through eMoney
- Goal analysis and projections
- Portfolio review and feedback
- Phone consultation for follow-up questions
At Turning Leaf Financial, we believe financial planning is more than numbers. Through teamwork, respect, continuous enhancement, environmental stewardship, and service, we help individuals, families, and business owners make confident decisions while creating lasting value for themselves, their loved ones, and future generations.