ONE-TIME FINANCIAL REVIEW
We will review the foundational aspects of your finances and provide planning guidance for you to implement on your own.
A 60-90 minute session costs $1,997 and may be applied to an ongoing relationship if you decided to continue with us.
Past sessions have answered the following client questions:
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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!
After the session, we will provide you with a call summary and set of action items for you to carry out on your own.
No custody will be taken of your assets, no trades will be made, and no trading authority needs to be granted.
We are focused sheerly on helping create a plan so you can achieve your financial goals.
Fee
$1,997 Flat Fee
60-90 minutes
This fee can be applied to an on-going relationship if you would like to continue our relationship.
