Our Services

At Harlig Financials, I offer personalized financial consulting tailored to each client’s unique goals and circumstances.

Whether you're navigating a career move, planning a major life transition, or simply trying to make sense of your finances, I provide non-investment, strategy-driven support that brings clarity and direction to your financial life.

Investment advisory services will be available upon registration approval by the State of Florida.

Specific Question

$250

Think of this as a “come with a question, leave with an answer” type of session.

Best For:

  • Focused issues (e.g., “Should I pay off this debt?” or “How should I structure my accounts?”)

  • People who don’t need follow-up or planning docs

  • Clients who want quick strategic help or a gut check

Includes:

  • 60-minute Zoom session

  • Optional verbal summary or light notes

  • No follow-up (but client can book more sessions anytime)Describe important details like price, value, length of service, and why it’s unique. Or use these sections to showcase different key values of your products or services.

Structured Deep-Dive

$375

This is a more structured deep-dive, best for clients who are unclear where to start or need a full picture.

Best For:

  • People who are overwhelmed or “trying to get their financial life together”

  • Clients who want guidance + homework

  • Folks who want a short-term action plan, not just advice

Includes:

  • 90-minute Zoom session

  • A personalized action checklist or roadmap (PDF)

  • 7 days of email follow-up for accountability/questions

  • Optional access to basic planning templates

Consistency

If you’re looking for more consistency in your financial journey, this tier is for you. It's ideal for clients who want an ongoing partner to help them stay organized, accountable, and strategic over time.

You’ll have access to two options:

🗓️ Monthly Subscription

Perfect for those navigating changes, managing complexity, or wanting regular check-ins.

  • One monthly session (30 or 60 minutes)

  • Ongoing email access for quick questions

  • Custom dashboard or tracking tools

  • Priority scheduling and discounted upgrades

📆 Semi-Annual Planning Package

Prefer a structured but lighter-touch relationship?
This option includes two deep-dive sessions per year (one every six months) to review progress, update your financial strategy, and reset your goals.

  • 90-minute planning sessions twice per year

  • Summary report + recommendations

Best for: Business owners, professionals, or anyone who wants a long-term relationship without needing full advisory services.

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!