Financial planning for young professionals still building wealth, Ignite provides a simple, effective solution to invest and plan for the future. Comprehensive financial planning may not make sense for you - yet. Through Ignite, you can receive personalized advice from a One Degree Advisors CFP® designed to address your financial questions, provide tangible action steps, and create a sound investment plan. As your wealth continues to grow, you can seamlessly transition to comprehensive financial planning and investment management with One Degree Advisors.

Here’s What You Get:

  • Annual meeting with a Certified Financial Planner™ to address your questions and keep you on track.
  • A personalized action plan to accomplish your goals.
  • Professional investment management and personalized recommendations.
  • Asset allocation recommendations for employer sponsored retirement accounts (401(k)’s, 403(b)’s, etc.).
  • Cash flow projections.
  • Ongoing email and phone support for routine questions.


During this brief call we determine if One Degree can provide the solutions you are looking for. If we can’t help you, we will try and provide resources you may find beneficial.

Before you pay us a dollar, we discuss initial ideas and strategies to address your objectives. Our focus is on your top planning priorities. After our meeting, we outline a fee schedule.

If we both agree it makes sense to work together, it’s time to get to work. During this 60-minute appointment we provide solutions to your most pressing questions and priorities. You will walk away from this meeting with tangible items to improve your financial situation and invest for your future.

We meet with you annually to help keep you on track and watch out for hidden pitfalls. As your needs evolve, we will discuss when it’s time to take the next step to comprehensive financial planning.

Frequently Asked Questions

The Ignite Plan is not for those close to or in retirement, those with household income $250,000+, or those who do not want to meet with a financial advisor on a regular basis.

The Ignite Plan is an abbreviated version of our financial planning process, designed for young professionals still early in the wealth building process.

We do not provide an investment-only service. The Ignite Plan is designed for those who value financial guidance. For investment-only solutions, we recommend self-management or popular online automated investment solutions.

We understand life can be unpredictable. While routine questions can be answered over email or phone, there are times when a meeting is necessary to provide the accurate advice you’re looking for. For meetings beyond one per year, there is an additional fee.

We do not provide hourly engagements or project-based work.

For those in Ignite, we provide guidance that allows you to use online insurance solutions. We help with acquiring insurance and estate planning coordination for those engaged in our full comprehensive financial planning service.

Ignite seamlessly transitions to our comprehensive financial and investment planning service.

Let’s Get Started!

Schedule a complimentary initial call below. This will give us a chance to determine if One Degree can provide the solutions you are looking for.