Services Tailored
At Every Stage
Of Your Life
At Acorn Care, we believe true financial planning is about more than just numbers — it’s about people, priorities, and long-term peace of mind. Our service packages are designed to meet you where you are, and guide you to where you want to be.
Royal Oak Plan
Our entry-level package provides a comprehensive financial snapshot, identifying key areas for improvement and offering actionable next steps. Ideal for individuals or families looking to get organized and create a solid financial foundation.
WHO THIS IS FOR:
Individuals or families seeking their first in-depth financial review or a second opinion.
What’s Included:
1-hour initial appointment
Weekday appts available in person or via Zoom
Aggregation of all accounts, assets, and liabilities
Financial plan and goal creation
Cash flow analysis
Budget creation
Create “Personal Financial Statement”
Tailored action plan
1 additional 2-hour appointments to review the above- one within 30 days
Sycamore Plan
The Sycamore Plan includes all the foundational services of the Royal Oak Plan, plus deeper analysis of estate, tax, and insurance needs. This plan is ideal for those looking for more comprehensive financial alignment across multiple areas.
WHO THIS IS FOR:
Families, professionals, or business owners with layered financial responsibilities.
What’s Included:
Includes everything in the Royal Oak Plan
Review of estate plan including will, beneficiaries, power of attorney, trusts
Real Estate analysis
Review of insurance (life, health, annuity, long term care, disability, property)
1 additional 2-hour appointments to review the
above- one within 30 days, another within six monthsTax efficiency and gifting strategies
Mahogany Plan
This plan includes everything in Royal Oak and Sycamore, plus added focus on legacy, lifestyle, and high-touch support. It's designed for those who want full-service planning with a personalized, concierge-style experience.
WHO THIS IS FOR:
High-net-worth individuals or families seeking legacy planning and elevated client experiences.
What’s Included:
includes everything in the Sycamore Plan
Review of estate plan including will, beneficiaries, power of attorney, trusts
Real Estate analysis
Tax efficiency and gifting strategies
Review of insurance (life, health, annuity, long term care, disability, property)
Review of medical benefits
Concierge services to arrange for “bucket” list items
Invitation to specially curated client events
1 additional 2-hour appointments to review the above- one within 30 days, another within six months
Priority follow up appointments as needed
Additional Services
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An Employee Benefits Consultant helps organizations design, optimize, and manage benefit programs such as health insurance, retirement plans, and wellness initiatives. They ensure compliance, cost-effectiveness, and employee satisfaction while aligning benefits with business goals.
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Credit & Lending Analysis involves evaluating financial data, creditworthiness, and risk profiles to support sound lending decisions. It ensures accurate risk assessment, regulatory compliance, and sustainable credit portfolio growth.
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An Exit Strategist for Closely Held Business specializes in creating tailored succession and exit plans for business owners. They help maximize enterprise value, ensure smooth ownership transitions, and align exit strategies with personal and financial goals.
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A Social Security Review evaluates an individual’s benefits, eligibility, and claiming strategies. It helps optimize retirement income, minimize tax impact, and align Social Security decisions with long-term financial goals.
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Access to Proprietary Research provides clients with exclusive insights, data, and market intelligence not available to the public. This empowers smarter decision-making, competitive advantage, and informed financial or strategic planning.
Let’s Build A
Stronger Financial
Future Together
Whether you're just getting started or looking to refine your current strategy, Acorn Care is here to provide the structure, clarity, and confidence you need to move forward.