Financial Check-Up

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.  We cover as much as we can about your financial situation during the meeting and send you a summary of recommendations after the session.

 

Session Price = $750 

In this affordable two-hour session we collect your information and provide you real time advice and feedback.  Following our session, we will send you a summary of our findings and recommendations.

We cover the following topics:

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

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

Not what you're looking for?

Here are the other services we provide.

Financial Planning

Ideal for clients who want to work with a financial planner on an ongoing basis.

 

We work together to build, implement, and monitor a comprehensive financial plan.

Portfolio Review

For self-directed investors or those who want second opinions on managed accounts.

 

We review your accounts and determine the best strategy for your whole portfolio based on your goals.

Investment Management

Full service investment and account management services.  We determine the best strategy based on your entire portfolio, timeline, risk tolerance, and financial goals.

 

We provide an investment recommendation and work with you to implement and monitor your investment.

Financial Discipline. Freedom.

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