Financial Check-Up


Use our two-hour session to find out where you stand with your finances.

In this affordable two-hour session, we cover as much as we can about your financial situation and goals. Following our meeting, we send you a summary of our findings and recommendations.

Ideal for clients who want a one-time financial check-up session to confirm they are on the right track and get limited scope advice.***

Common topics covered in our two-hour checkup session:

  • Cash flow/budgeting
  • Basic investment philosophy/strategies
  • Retirement savings targets
  • Debt pay-down strategies (student loans, consumer debt, etc.)
  • First home purchase planning
  • College savings advice
  • Guidance on employer-provided benefits
  • Life, disability, and long-term care gap estimates
  • Specific financial goals you have

Session Price = $1000

***This session is for clients with limited financial inquiries and does not provide a comprehensive financial plan.  Detailed investment advice and specific portfolio recommendations may require more in-depth work than the standard financial check-up session allows.

Financial Discipline. Freedom.

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