Ideal for one or two key financial topics. We deliver personalized, commission-free solutions for your most pressing concerns.
Budget-priced for tough times. You receive objective financial planning advice and recommendations for a total cost of $500. The total fee is based on two hours of prep time and two hours of meeting time.
Time-sensitive for busy people. One meeting and your questions are answered.
Workplace Savings Plans
Roth or Traditional IRAs
College Savings
Home Purchase Decision
Cash Flow Analysis
Debt Management
Basic Estate Planning
Insurance Review
In two hours, we can not provide extensive analysis or in-depth planning. Therefore, this forum is not suitable for those with more complex circumstances including clients with signficant assets (generally those with more than one retirement plan or investable assets greater than $50,000), clients seeking a retirement analysis, or those who would like more comprehensive planning.
If we believe your planning needs can not be addressed within this timeframe, we will inform you before getting together. In such cases, we offer a no-cost introductory meeting. Advice will not be provided at this meeting, but will be delivered later at our hourly rate.
Process
1. Call and schedule a 2-Hour Working Session.
2. Discuss your planning needs during this call.
3. Send us requested documents. We prepare materials in advance as part of the session fee.
4. When you arrive, we will start immediately.
5. After two hours, pay and go.
Considerations
This is a one-time forum. We will deliver as much information as we can in 120 minutes.
To keep the Working Session cost at $500, there is no introductory meeting and no subsequent follow-up. Please bring your questions to the session.