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Financial Planning

Financial Planning brings together the different parts of a client’s financial life to build a roadmap for the future. When done right, financial planning is a lifelong process that requires constant work as personal and financial circumstances change.

Ongoing Financial Planning

Ongoing Financial Planning is our full-service offering, generally ranging from $200 - $600 per month, depending on complexity. We begin with an in-depth analysis of all planning topics followed by a detailed plan of action for achieving objectives. We proactively help implement recommendations, work alongside your current professionals, and adapt to changes along the way.

After learning about your whole financial picture, we provide the best advice in real-time, as new circumstances arise. We believe the most valuable way to receive financial planning services is through a long-term, ongoing relationship, where you never have to worry about extra fees when new personal or financial questions come up.

Project-Based Financial Planning

As an alternative to Ongoing Financial Planning, Project-Based services are based off a $240/hour rate. Comprehensive Financial Plans generally range from $3,000 - $7,000, depending on complexity. Then, as your financial situation changes, you reengage us in the future to ensure you are still on track.

Huebner Financial Planning can provide advice and financial plans regarding many topics, including but not limited to:

Income and Expenses

Employee Benefit Maximization, Complex Tax Planning, Emergency Fund, Cashflow Management, Productive Debt, Consumer Debt, Credit Score

Insurance and Estate Planning

Life, Disability, Health, Property & Casualty, Liability, Long-Term Care, Estate Planning Considerations

Saving and Investing

Vehicle Savings, Home Purchase, Education Savings, Taxable Savings etc.; Asset Allocation, Portfolio Suitability and Review


Overall Projections, Social Security Strategies, Retirement Savings & Withdrawal Strategies, Retirement Accounts

Giving and Enjoying Life

Charitable Giving, Volunteering

Small Business

Retirement Plans, Farmer/Ranchers, and Entrepreneurs

Contact Us Today to Learn More