Engagements

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Engagement Options

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Personally, as a Millennial, I’ve grown distasteful with the obscure pricing methods that many companies use as of late.  I believe that knowing the exact cost, of anything, is a key element when planning.  Because I believe in transparency, I’ve listed my engagement models below, along with prices, that have been designed to service various types of individuals and families.  

I also want you to know that Storyline Financial Planning is a fee-only planner which means that I, the adviser, am compensated solely by clients.  This also means that I nor any related party receives compensation that is contingent on the purchase or sale of a financial product.

Storyline Financial offers the following engagements:

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Schedule a 30-minute Introductory call to learn more about D.J. and Storyline Financial!

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CONTACT

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