ACF's financial planning service will help you to clearly outline and develop strategies to achieve your goals. While a comfortable retirement is an objective for most people, it certainly isn't the only financial goal worthy of planning. Many clients find the goal setting process to be a valuable and rewarding experience. Once goals are established and measured, a personalized financial plan will be produced and delivered in both pdf and hard copy format. Clients may also receive an annual update of their plans. These annual reviews are encouraged because plans often need to be tweaked and goals can change.

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The first step in the financial planning process is a one-on-one meeting and the completion of a short questionnaire. Clients who opt for financial planning as well as credit repair will have their credit repair addressed first as this typically is the more pressing issue.

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The cost of the initial financial plan is $600. Discounts are available for those also requesting credit repair (see below). Full refunds will be provided within 7 days to any client who changes their mind about moving forward with their plan for any reason. As an added level of quality assurance, ACF will refund 50% of the fee to any client who is unsatisfied with the final plan.