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.
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 or clients with significant assets (generally more than one retirement plan or investable assets greater than $75,000).
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 the introductory meeting, but will be delivered later with the fee based on our hourly rate.
Process
1. Email us about your interest and we wil provide our introductory questionnaire in a return email.
2. Send us your completed questionnaire via email or mail.
3. We will review your questionnaire and contact you about a meeting date and any additional documents needed to prepare our advice.
4. When you arrive for the working session, 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 carefully complete the questionnaire and bring any additional financial-planning questions to the session.