Sequence Advisory
A clear plan for your personal finances
You make good money. But you’re still unsure where it goes, whether you’re doing enough, or what to do next.
Sequence brings your finances into one coordinated plan, so you know what needs attention, what to do first and how your decisions fit together. You choose which parts to carry out yourself and which parts you want our help implementing.
A free 15–30 minute conversation to discuss what you need, how we can help and the next step.
Personal financial planning is available now. Sequence & Co. is not yet a registered investment adviser, so we do not give investment or securities advice until that registration is effective.
What the plan covers
Every part of your money, in one place
- Cash flow: what comes in, what goes out, what is left
- Debt: the payoff order that fits everything else
- Reserves: how much cash to keep, and where
- Protection: what your family would lose, and how to cover it
- Retirement: whether you are on track, and in what order to save
- Estate & tax: beneficiaries, documents, and points for your CPA
What you receive
One written plan, in priority order
- Every recommendation ranked, with the reason
- Where each dollar of monthly income should go
- The trade-offs behind your biggest decisions
- An itemized list of what to implement, so you can choose
Fees
One price, charged once
Implementation and ongoing support are optional and priced separately. Every fee is confirmed in writing before work starts.
After the plan
You decide what happens next
- Do it yourself, have us implement parts, or both
- Implementation includes 3 months of Strategic support, at no extra charge
- The plan alone does not include those months
- Continuing after that is your choice: $147 or $347 a month
- Nothing renews into a paid plan unless you choose it
Our software
PFOS keeps the plan in front of you
- PFOS organizes your accounts, debts, spending and goals in one place
- Track spending and debt payoff against the plan as you go
- Test a decision before you make it
- Included while you are on ongoing support (Essential or Strategic)
- Otherwise a separate monthly subscription, with a free trial
Questions
Questions people ask
Do I have to move my accounts to you?
No. We do not hold or manage client assets.
Is ongoing support required?
No. Implementation includes 3 months of Strategic support. After that, paid support continues only if you choose it.
How is insurance paid for?
No separate fee. The carrier pays us a commission, shown before you sign. You can buy elsewhere.
Is the introductory call the plan?
No. The call is free and short. The plan is the paid, written work that follows if you choose it.
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The next step
Start with a conversation
A free 15–30 minute conversation to discuss what you need, how we can help and the next step.
The introductory call is a conversation about fit and scope. It is not the paid diagnosis, the written plan, a business Clarity Session or a full policy analysis.