HBE Financial Planning Services

Make your life easier with HBE and a certified financial plan. With HBE Financial Planning, you can create a robust financial plan to account for the complications that life has in store.

We work with clients to understand and plan for a variety of financial topics...

Retirement, Tax Strategy, Home Purchasing, Asset Management, General Investment, Stock Options, Estate Planning, Education Planning and Family Planning

Get started by reviewing some of the financial planning services we offer.

Explore Financial Planning Services

We can help you stay on track to meet your goals

Most people fail to start planning for things like a home purchase or retirement until it's too late.

With HBE Financial Planning Services, we provide a high touch, detailed set of services to help you manage your money and plan from inception to execution. You'll never be alone worrying about budgets.

We Know the Things You Care About

We are here to help provide continued advice and financial planning expertise in the areas that matter most to you. This includes:

Retirement & FIRE Planning
Tax Strategy
Home Purchasing
Asset Management
General Investment
Stock Options
Estate Planning
Education Planning
Family Planning
Salary Negotiations

Austin is a world class financial planner with a deep understanding of home ownership planning, stock evaluation, tax planning and more. I really trust him to give me honest advice on how to reach my goals.
Patrick Witham
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Pricing Options for Everyone

Annually
Monthly
Payment can be made through annual or monthly plans to the HBE Store or via direct invoice. If you'd like to pay by check or another way not offered in the store, please get in touch with Austin directly.
Starter
$200
Per month, billed annually
1 Hour of Financial Consultation / Month
Complete Financial Plan Updated Every Year
Access to Online Planning Tools
Monthly Newsletter & Industry Analysis
Emergency Phone Support
Standard
$300
Per month, billed annually
2 Hours of Financial Consultation / Month
Complete Financial Plan Updated Every 6 months
Access to Online Planning Tools
Monthly Newsletter & Industry Analysis
Emergency Phone Support
Professional
$500
Per month, billed annually
3 Hours of Financial Consultation / Month
Complete Financial Plan Updated Every Quarter
Access to Online Planning Tools
Monthly Newsletter & Industry Analysis
Emergency Phone Support