One-On-One with South Bay Financial Partners
We offer one-on-one services for those who just need a little help on a certain issue, getting their questions answered and getting off on the right foot.
Introducing SBFP's 1:1 Sessions
Join us as we roll out 1:1 planning meetings. We are working on providing Investment Strategy, Financial Therapy, and Financial Coaching.
Our objective is to create an investment strategy for your personal journey!
Financial Therapy
$150 This is a one-hour, one-on-one virtual meeting with our Certified Financial Therapist where we will reflect on your money mindsets and dig deeper to find the root of your money stories and beliefs.- I can't make money doing what I love
- My parents fought about money, so I'm scared to talk about money with my partner.
- If I'm good, the Universe will give me what I need and then some.
- I deserve small rewards after doing something difficult.
Investment Review
$300 This is a one-hour, one-on-one virtual meeting with one of our Lead Planners. Our objective is to create an investment strategy for your personal journey! After our meeting, we will deliver recommendations as well as plan options for your consideration. Options such as ongoing investment support from SBFP, Robo investments, or DIY with our recommendations.- Investment goals
- Tax planning strategies
- Plan for if and how you should begin investing
- Advice on what cash will you need for the next 5 years, and beyond
Financial Coaching
$150 This is a one-hour, one-on-one virtual meeting with one of our Lead Planners where we will create a strategy for your personal journey and give you resources, advice, and next steps!- Spending Plan and Cash Flow
- Tax Help & Debt Management
- Saving for a Big Goal
- Building a Budget
- Insurance and Life Planning
- Freelancing and Small Biz
Are 1:1 Sessions Right for You?
Our 1:1 call options are great for you if you can attend regular meetings with us. To be a good candidate takes work. You'll need to keep up with it and do the homework from our meetings. Expect to spend 2-3 hours per week working in the beginning which will taper off as you develop successful habits and patterns.
If you’re looking for more support and structure and want us to do more of the work for you, we suggest scheduling an intro call to learn more about our FreshStart program or other customized services.
FreshStart Discovery
Delivered in six parts, our FreshStart Program is a proven process designed as an entryway to our other services with all of our clients in mind. Whether you are new to the SBPF community or have been working with us for years and simply need a refresh, we will work with you to create a roadmap around your unique goals and life intentions.
- 90 Minute Discovery Meeting
- Explore your money scripts
- Review of Current Financials
- Net worth Statement
- KMSI and Wealthbuilder