© 2019 by Focused Up Financial, LLC

Focused Up Financial, LLC is a Registered Investment Advisor in the State of Illinois
 

 

847.906.3049

charlie@focusedupfinancial.com
Chicago, IL & Suburbs

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:

  • Am I paying too much in taxes?

  • How does the new tax law affect me?

  • How should I tackle my student debt?

  • What factors should I consider when I purchase my first home?

  • How much should I put in my 401(k)?

  • How do I get out of credit card debt?

  • What investments should I choose within my 401(k)?

  • Should I rent or buy a home? 

  • What are some recommended college saving strategies?

  • How do I prioritize savings towards my emergency fund vs. 401(k) vs. paying down debt?

  • And much more!

Fee

$500 Flat Fee

 

60 minutes

 

This fee can be applied to an on-going relationship if you would like to continue our relationship.

READY TO FOCUS ON YOUR FINANCES?