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 = $750

***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.

Not what you're looking for?

Here is the complete list of our services.

Financial Planning

Work with a financial planner on an ongoing basis.

Portfolio Review

We provide you a second opinion on established or managed investment accounts.

Financial Check-Up

Use this one-time financial session to find out where you stand with your finances.

Investment Management

We manage your investment portfolio based on your goals and risk profile.

Budget Management

Get your finances on track by creating & implementing a budget.

Divorce Financial Planning

Guidance on the financial aspects of any stage of marital or post-marital planning.

Financial Discipline. Freedom.

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