Focused Engagement

A two-meeting engagement designed to address a specific financial planning topic or domain. Fast, focused, and actionable.

Fixed Fee: $1,500

1

Pre-Work

2

Discovery

3

Recommendations

What You'll Get

Clear Recommendations

Specific, actionable recommendations tailored to your selected topic. Focused guidance on the decisions you need to make.

Implementation Checklist

A step by step checklist with owners, dates, and next actions. You'll know exactly what to do and when to do it.

Fast Turnaround

The entire engagement typically completes within 7-10 business days. Perfect for time-sensitive decisions like open enrollment or equity vesting events.

The Process

1

Pre-Work (Before First Meeting)

You'll provide relevant documents and information at least 48 hours before the first meeting. This varies by topic but typically includes benefit summaries, account statements, or tax documents.

Goal: Ensure the first meeting is productive and focused on your specific situation.

2

First Meeting: Discovery & Education (60 minutes)

This meeting identifies the highest-impact decisions for your selected topic. Topics covered include context, deadlines, available options, and key risks or opportunities.

Outcome: A clear understanding of your options and the information needed to make the best decision.

3

Second Meeting: Recommendations & Implementation (60-75 minutes)

Specific recommendations are delivered along with a detailed implementation checklist. This meeting provides clear direction on what to do next.

You'll leave with:

  • Clear recommendations or a decision framework
  • Implementation checklist with specific action items
  • Confidence in your next steps

Important: Implementation, monitoring, and plan updates remain your responsibility. However, if you want hands on help executing recommendations, Hourly-based Planning is available at $275/hour.

Common Topics

The Focused Engagement is ideal for addressing specific financial planning domains. Here are some common use cases:

Employer Benefits →

Open enrollment decisions, medical plan selection, HSA/FSA strategy, 401(k) optimization, and insurance elections.

Restricted Stock Units (RSUs)

RSU vesting strategy, tax withholding decisions, diversification planning, and concentration risk management.

Getting Married

Pre-marital financial planning, benefit coordination, tax filing strategy, and account consolidation.

Home Purchase

Affordability analysis, mortgage options, down payment strategy, and savings timeline.

Student Loan Strategy

Repayment plan comparison, refinancing analysis, forgiveness program evaluation, and cash flow optimization.

Financial Wellness Check-Up

Savings assessment, debt overview, investment allocation review, and prioritized next steps.

Who This Is For

Focus Client: A professional facing a specific financial decision or deadline who needs expert guidance without a full comprehensive plan.

This engagement works well if you:

  • Have a time-sensitive decision to make (open enrollment, vesting event, home purchase)
  • Want focused advice on a specific topic rather than a comprehensive plan
  • Need expert guidance but can handle implementation yourself
  • Prefer a faster, more affordable engagement than the Comprehensive Plan

What Happens After the Engagement?

This engagement ends after the second meeting. You'll have:

  • Clear recommendations for your specific topic
  • Implementation checklist with action items
  • Confidence to execute the plan

If you want ongoing support:

Hourly-based Planning ($275/hour): Available for hands on implementation help and plan updates

Comprehensive Plan ($3,500): If you realize you need broader planning beyond this specific topic

Common Questions

How is this different from the Comprehensive Plan?

The Focused Engagement addresses a single topic or domain (like employer benefits or RSUs), while the Comprehensive Plan covers all planning areas (cash flow, investments, taxes, insurance, estate). The Focused Engagement is faster (2 meetings vs 3) and more affordable ($1,500 vs $3,500).

What if my topic isn't listed?

The topics listed are examples. If you have a specific financial planning question or decision, schedule a mutual fit conversation to discuss whether the Focused Engagement is appropriate.

Can I book multiple Focused Engagements for different topics?

Yes, but if you need guidance on multiple topics, the Comprehensive Plan may be more efficient and cost-effective since it addresses all planning areas in one engagement.

How quickly can we start?

Typically within 3-5 business days of signing the advisory agreement, depending on availability and how quickly you can provide the required documents.

Ready to Get Started?

Schedule a mutual fit conversation to discuss your specific topic and determine if the Focused Engagement is right for you.

Schedule a Conversation →

Advisory services are offered through La Vida Financial LLC, an investment adviser registered with the state of Texas. Services are only offered where La Vida Financial LLC and its representatives are properly registered or exempt from registration. This information is not tax, accounting, or legal advice, nor is it an offer or solicitation to buy or sell any security. Investments involve risk, including the potential for complete loss. Information is provided "AS IS," and your use of it is at your sole risk.

Certified Financial Planner Board of Standards, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.