Custom Flat-Fee Planning Packages
Expert guidance, on your terms—no ongoing commitment required.
At Sorelle Wealth Partners, we know not everyone needs ongoing portfolio management. Sometimes, what you really need is clarity around one big decision, or expert guidance through a specific life transition.
That’s why we created our flat-fee planning packages—customizable, stand-alone services designed to give you actionable answers and peace of mind. You choose the areas where you want support, and we deliver a comprehensive, personalized plan you can put into action right away.
What’s Included
Your package can be tailored to your needs and may include:
Comprehensive Financial Planning
A detailed roadmap covering retirement, cash flow, education, insurance, and more.Estate Planning Guidance
Strategies to help you protect what you’ve built and ensure your wishes are honored.Tax Planning & Strategy
Insight into tax-efficient choices for your current situation and future goals.Investment Analysis & Allocation Assessment
A clear evaluation of your current portfolio, with recommendations for alignment and improvement.Business Succession Planning
Guidance for entrepreneurs and business owners preparing for their next chapter.Divorce Financial Support
Expertise to help you understand your options, evaluate settlements, and build financial independence post-divorce.Personal Coaching
One-on-one support to connect your financial choices to your life goals, values, and vision for the future
Who It’s For
Flat-fee packages are ideal if you:
Need expert financial guidance as you navigate a major life transition (divorce, inheritance, career change, loss, launching a business)
Want clarity and confidence around a specific financial decision
Prefer stand-alone guidance without ongoing investment management
Need a sounding board or second opinion on your current plan or investment
How It Works
We’ll start with a conversation to understand your goals, concerns, and priorities. From there, we’ll design a custom package at a flat fee—so you know exactly what you’re getting, with no surprises.
Our deliverables are actionable, transparent, and tailored to you. You’ll walk away with a plan you can use immediately, whether you continue with us or not.
Our Promise
With every package, our mission is the same: Inspiring Confidence, Clarity, and Connection.
We’re here to make sure you feel supported, informed, and empowered—not just financially, but personally—during the moments that matter most.