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.