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FINANCIAL REVIEW
ONE-TIME PLANNING SESSION
Just like going to the doctor for a check-up, we give you a financial check up to see how you're doing.
A Financial Review / One-Time Session may be the best option.
What It's All About
We will review your finances and give you actionable items that you can start implenting right away.
Questions we can help answer:
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Am I on track to retire?
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How much should I have in my emergency fund?
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What is an easy way to think about my overall financial picture?
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How do I prepare for retirement?
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What factors should I consider when I purchase a home?
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How much should I put in my 401(k)?
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How do I prioritize savings towards my emergency fund vs. 401(k) vs. paying down debt?
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And much more!
Fee
$997 Flat Fee
60-90 minutes
This fee can be applied to an on-going relationship if you would like to continue our relationship.
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