Quick Start

  • Benefits

    • Get quick answers to your big questions
    • Make the best financial decisions today
    • Clear picture giving you confidence & peace of mind

  • What's covered

  • A detailed evaluation and recommendation of a specific question such as:

    • Help me get organized
    • How much house can I buy
    • How can I balance spending, savings, and debt
    • Which student loan option is right for me
    • Am I “on-track” for retirement
    • Is my 401(k) properly invested
    • Help me enroll in my employee benefits
    • Did I pick the right insurance
    • Help me evaluate a job opportunity
    • Should I go back to Grad School
    • Help me understand my investments

  • What's included

    • 15 Minute Discovery Phone Call
    • 60-75 Minute Consultation (in person or onlline)
    • Email Summary Report & Action Steps
    • 30 Days of Email Access to Financial Planner

    Cost: $750 per session
    Additional work or projects at $300 to $400 / hour OR an arranged Flat-Fee.

  • Get Started

    • Contact us today to get your questions answered

*Normal Complexity