Your goals, your pace.

Select the financial planning area that best fits your needs

These focused planning services help you address specific goals with clear, personalized guidance—right when you need it.

Budgeting & Cash Management
Major Purchase Planning

More comprehensive planning for your full financial picture

Choose from our comprehensive planning services designed to align your investments, retirement strategy, and long-term goals.

Not sure which is right for you?

Focused Planning helps with one goal at a time. Comprehensive Planning brings your full financial picture together.

If you are looking for broader, custom packaged planning services—including deeper retirement modeling, multi-topic planning, or ongoing meetings throughout the process—expanded custom planning engagements tailored to your situation are available. For packaged pricing and availability, please reach out to support@blu-kestrel.com.