A financial plan is great. But sometimes, it is not necessary. 

Perhaps you already have a financial plan. Maybe you have an elaborate Excel workbook you made yourself. You could be a savvy "Do-It-Yourself" investor. Or, maybe you really just have one topic you need help with.

We can help, no matter your situation. 

We will review your current financial plan. We will dive into your employee benefits options. We will help you negotiate your mortgage. 

Sure, you are paying for help upfront, but it can help save a headache in the long-run. 

Financial advice doesn't require a long-term commitment.



Hourly Rate

Financial Plan Review



Hourly advice can be a great option for someone that does not want to commit the time or the money to a full financial plan.


Often times, Do-It-Yourself investors or self-employed professionals are looking for help in very specific areas and this allows them access to experienced financial advice without a long-term commitment. 

Financial plan reviews are simply a review of your current financial plan along with general recommendations and updates to the plan.


If the changes are so drastic that our recommendation is to create a new financial plan, your Financial Plan Review fee can be credited towards your CFG Signature Plan. You can learn more about CFG Signature Plans here.

Need some experienced financial advice

Everyone's goals, career, and life look very different.

Your financial advice needs to be as unique as you are. 

Contact us today for your complimentary consultation

8400 E. Prentice Ave.

Suite 1100

Greenwood Village, CO 80111-2926

T 303.629.7500

F 303.629.7560


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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Capital Financial Group, Inc. Capital Financial Group, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.

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Investing involves risk and you may incur a profit or loss regardless of strategy selected. 

Investments & Wealth Institute ™ (The Institute) is the owner of the certification mark “CIMA” and “Certified Investment Management Analyst”. Use of
CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institutes initial and ongoing credentialing
requirements for investment management professionals.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®
(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

*Refunds may be requested for initial financial planning/consulting services provided by Capital Financial Group only. These plans are not offered under Raymond James and no refunds would be provided by Raymond James. Additional fees may apply. Additional fees or investment losses are not available for reimbursement