Financial Check-Up

ARE YOU ON TRACK?

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 = $1500

***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.

Book A 30 Minute FREE Consultation!

During our consultation we will:

  • Discuss your financial goals & current situation.
  • Walk you through our services, process, and pricing.
  • Discuss the next steps in your financial planning journey.
Scroll to Top