Single, No Children

$3,100
  • Benefits

    • Clear picture giving you confidence & peace of mind
    • Optimization of saving and prioritization of multiple goals
    • Accountability to help measure success and progress
    • Recognition of alternative strategies to accomplish goals
    • Financial education & empowerment
    • Improved communication around money
    • Financial scenario modeling, including “what if” answers
    • Customized investment recommendations

  • What's covered

    • Holistic Financial Plan.
    • A look at all aspects of your financial life
    • Cash flow and saving assessment
    • Debt strategies
    • Rent vs. buy
    • Investment portfolio: analysis and detailed recommendations
    • Insurances review
    • Saving requirement for goals
    • Tax savings ideas
    • Estate plan review, including family and charitable gifting ideas

  • What's included

    • Assistance with implementation  of recommendations
    • 30 days free advice  (via phone/email)
    • Free Questions for 12 months
    • 6-month check up session

  • Get Started

    • Contact us today to get your questions answered

*Normal Complexity