Plan
from$1,800one time
A complete written plan.
- Full financial review
- Your written plan
- Two follow up calls
Qualified financial planners
Your money, finally with a plan.
Plain answers on saving, retirement and tax, from people with nothing to sell.
Planning partner to local businesses
- harbor&pine
- NORTHFIELD CO
- mapleworks
100% Fee only, no commissions
Services
What we help with
Six areas, one plan and one planner who sees how they connect.
- Retirement planning Know when you can stop, and what you will live on.
- Tax planning Keep more of what you earn, legally and calmly.
- Investing A simple, diversified mix that fits your plan.
- Debt and budgeting A spending plan you can actually stick to.
- Education savings Save for school without starving retirement.
- Estate planning Wills, beneficiaries and a plan for the people you love.
Your goalsIllustration only
Emergency fund80%
Home deposit55%
Retirement40%
Why Steadfast
Advice with nothing to sell.
- Flat, upfront fees. No commissions, ever.
- One planner who knows your whole picture.
- Plain answers, usually within a day.
- families helped
- 1,200+
- average rating
- 4.9
- free first call
- 20 min
Process
How it works
- 01Free intro call
Twenty minutes to see if we are a fit.
- 02Your written plan
Delivered within three weeks.
- 03Regular check ins
Twice a year, plus calls whenever you need.
Pricing
Simple, upfront fees
Agreed in writing before we start. No commissions, no surprises.
Plan and support
from$150/month
A plan, and a planner on call.
- Everything in Plan
- Twice yearly check ins
- Unlimited email questions
Full service
from$300/month
We handle the details with you.
- Everything in Support
- Investment management
- Tax coordination
Reviews
What clients say
4.9from 400+ reviews
“I came in with a shoebox of statements and left with a one page plan. Huge relief.”
“Clear fees, no sales pitch and answers I could actually follow.”
“We finally have a plan for the kids’ school and for our own retirement.”
FAQ
Questions, answered
Something else on your mind? Call 555-0106 and a planner will pick up.
Is the first call really free?
Yes. Twenty minutes, no obligation and no sales pitch.
Do you sell insurance or investments?
No. We are paid only by our clients, so our advice has nothing to sell.
Can you promise a return?
No one can honestly promise returns. We focus on what you control: saving, spending, tax and risk.
Do I need a lot of money to start?
No. Many clients start with a plan and a budget, and build from there.
Can we meet online?
Yes. Most meetings happen by video, and our office is open if you prefer.
Contact
Let's get your money organised.
- 555-0106
- hello@steadfastplanning.finance
- Mon to Fri, 8 am to 6 pm
- Helping families across the metro area, online and in person