Service | Financial Check-Up
Cost | $450
Format | Available in-person or via web meeting
Most of our clients tell us they just want a financial check-up to confirm they are on the right track. This affordable 90-minute real-time advice session does exactly that! We cover as much as we can about your financial situation during the session and send you a summary of recommendations after the session.
The financial check-up is most appropriate for clients in their 20s and 30s and/or those with fairly simple financial situations. This is not a comprehensive financial plan, but we can provide tremendous value during this session.
Cost | $450
Format | Available in-person or via web meeting
Most of our clients tell us they just want a financial check-up to confirm they are on the right track. This affordable 90-minute real-time advice session does exactly that! We cover as much as we can about your financial situation during the session and send you a summary of recommendations after the session.
The financial check-up is most appropriate for clients in their 20s and 30s and/or those with fairly simple financial situations. This is not a comprehensive financial plan, but we can provide tremendous value during this session.
Examples of typical discussion topics:
– Cash Flow / Budgeting / Debt Pay Down Advice
– Basic Investment Philosophy / Strategies*
– Appropriate Retirement Savings Targets / Strategies
– Basic Life Insurance Advice
– Basic Disability Insurance Advice
– Employee Benefits Advice
*Note: Detailed investment advice and specific portfolio
recommendations may require more behind-the-scenes
work than the standard financial check-up session allows.
|
|
Click the Book Now button to schedule your financial check-up to confirm that you are on the right track! For additional appointment times, or if you want something other than a financial check-up, Contact us. |
|
|
We are proud to offer a 20% discount to |
 |
