Low Cost Financial Planning
Expert Financial Guidance, Without the Gatekeeper
Honest financial planning shouldn’t be a luxury product. It should be the standard.
The Industry Catch-22
At Mountainview Planning, we see a frustrating pattern: the people who need professional planning the most are usually the ones priced out of traditional advisory fees.
Most firms require you to be wealthy before they will help you build wealth. We believe that is backward. We created two accessible, low-cost options to help you take control of your money right now with no minimum net worth required.
- The DIY Planning Toolkit
For the motivated self-starter
$9 / month (billed annually)
Stop using spreadsheets that break. Get direct access to the exact same professional-grade software we use for our full-service clients. This isn't a "lite" version—it is the full dashboard.
Build it yourself: Construct your financial plan from the ground up.
All in one place: Track your net worth, budget, and investments.
Test the future: Run simulations for retirement, home buying, and major life changes.
Real-time data: See the long-term impact of today's spending instantly.
Perfect for: Tech-savvy individuals ready to own their strategy.
2. The Foundation Package
Expert clarity for your immediate next step
$500 one-time fee
Feeling stuck? If you don't need a permanent advisor but need to know you're doing the right thing, this is your checkpoint. We review your situation and provide a clear, unbiased roadmap.
Focused Strategy Session: We tackle your most pressing financial anxiety.
Actionable Roadmap: Walk away knowing exactly how to handle your debt, savings, or investments.
Confidence: Get a professional second opinion without the upsell.
Our Goal: Help You Outgrow Us
We are passionate about financial confidence. Our goal with these services is to give you the foundation you need to compound your wealth.
We want to help you reach a point where you can comfortably afford full-service planning. When you are ready for that next level, we will be here.