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ONE-TIME PLANNING SESSION
Do you have one or two urgent concerns that you would like to tackle?
A One-Time Planning Session may be the best option.
What It's All About
We will discuss one or two pressing issues and you’ll leave with a plan you can implement to put you on the right path.
Questions we can help answer:
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Am I paying too much in taxes?
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How does the new tax law affect me?
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How should I tackle my student debt?
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What factors should I consider when I purchase my first home?
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How much should I put in my 401(k)?
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How do I get out of credit card debt?
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What investments should I choose within my 401(k)?
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Should I rent or buy a home?
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What are some recommended college saving strategies?
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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
$750 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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