Plan with
FINTENT invest
Build the financial blueprint for your wealth journey today.
Everyone has big money questions.
A comprehensive financial plan answers these questions with confidence.
Fintent Invest’s financial planning is holistic in nature. We give you a detailed picture of your current financial status and help you build a wealth plan to make your intentions and goals a reality.
Turn uncertainty into confidence
With Fintent Invest’s financial planning, you’ll know exactly where you stand and where you’re headed.
What you receive?
- A personalized, holistic financial plan
- Access to our Interactive Financial Planning Platform
What may you expect as a Fintent Invest Financial Planning client?
As a Fintent Invest Financial Planning client, you can expect a structured, collaborative process focused on understanding your full financial picture and turning it into clear, actionable guidance.
1. Introductory Meeting and Onboarding
Every engagement begins with an introductory meeting with our financial planner. At this meeting, the focus is on getting to know you as a person—your values, your money decision‑making style, your money history, and your overall wealth journey.
All clients receive unlimited access to our proprietary financial planning platform, which is designed to help you organize and view your finances in one secure location.
2. Data Collection
After the initial meeting, you will be asked to provide complete financial information and documents so we can begin the first part of the planning process: data collection.
Once your information has been uploaded and entered into the planning platform, your financial planner will check in with you before moving to the next step.
3. Analysis and Plan Development
After you confirm that all pertinent information has been entered into the platform, your financial planner will begin the analysis and plan development process.
This stage involves assessing your current situation, modeling scenarios, and building recommendations aligned with your goals and risk preferences.
4. Plan Presentation and Follow-up
When the planning work is complete, a final meeting will be scheduled to present your financial planning analysis and report. You will receive a copy of the report along with clear next‑step recommendations.
If you have questions after the final meeting, you are encouraged to email your financial planner to schedule a 30‑minute virtual follow‑up meeting to address any outstanding concerns.
What you receive:
- A personalized, holistic financial plan
- Access to our Interactive Financial Planning Software
Stand-Alone Price: $3,000 – $5,000
Included Free for FAS or PWA clients
As our financial planning client, you will gain the following strategic benefits:
Retirement Planning
Including Social Security analysis
Educational /College Plans
You can even choose the college you want to save for
Investment Strategies
Monte Carlo simulated strategies ensure your financial plan works in both good times & bad
Budgeting
Values-based budgeting, as unique as you
Generational Wealth Plan
A visual of who gets what and how much
Investment Risk Assessment
How much risk can you take or how much risk are you willing to take?
Money History Survey
Let’s unpack the “why” of your money questions
Asset Allocation Analysis
Detailed analysis of your current vs. target asset allocation
Insurance Evaluation
Do I need any of these insurance and how much?
Net Worth Assessment
Current vs. Target analysis
Cash Flow Analysis
Income vs. Outflow
Estate Planning
Comprehensive checklist to get the process started
Make a Financial Blueprint
for your Goals
Have a question?
Send us a message
Reach out anytime — we’re here to answer your questions and offer clear guidance.
Want to talk?
Schedule a free consultation
Book a quick session with us — let’s turn your goals into a personalized financial strategy.