ARE YOU ON TRACK?
Use our Financial Check-Up service to find out where you stand with your finances.
For those with less complex needs, we cover as much as we can about your financial situation and goals. Following our review of your finances, 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
Retirement savings targets
Debt pay-down strategies (student loans, consumer debt, etc.)
Guidance on employer-provided benefits
Life insurance needs recommendations
Session Price = $2,000
***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.