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SPARK FINANCIALS
  • Home
  • Danielle Miura
  • Pricing
  • FAQ
  • Free Meeting

Advice-Only Financial Planning

Fees Are NOT Based On Income or Asset Size.

Comprehensive Financial Plan

A comprehensive financial plan is carefully crafted for you. This service includes a complete analysis of your current financial situation, detailed investment analysis, and tax advice to help you reach your goals. 

A Comprehensive Financial Plan Can Include A Selection Of The Topics Below:


  • Personalized Investment and Tax Strategies
  • Retirement Planning
  • Financial Document Review
  • Debt Minimization Strategies
  • Maximizing Social Security Benefits
  • Employee Benefit Optimization
  • Investment Portfolio Construction
  • Long-Term Care and Estate Planning
  • Risk Management and Insurance Planning
  • Strategies to Decrease Financial Abuse 
  • Advice about Financial Management
  • Education Planning 

$4,000 One Time Fee

Book a Free Consultation

Professional Service

Professional Service Can Include The Topics From The Comprehensive Financial Plan, Plus Any Other Topic That Needs to Be Addressed. Here are Some Examples Below:


  • Small Business Planning
  • Tax Law Research

Based on Complexity

Book a Free Consultation

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Phone: (209)701-6259

Email: dm@spark-fin.com

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