Get Started with Our Quick Start Package
Sometimes you can have your whole financial life running just as you planned, all except for that one nagging thing you can’t quite get squared away. It’s perfectly normal to talk to a CFP® pro like me to work out how you can bring it all into line.
This is why I offer an hourly planning option for clients that are either do-it-yourself investors, individuals that aren’t quite ready for comprehensive planning, or someone that wants to see what it is like to work with a fee-only advisor before jumping in.
Price: $250 per hour
The QuickStart Plan will be delivered via email and explained during a face-to-face or online meeting. It will include clear data and actionable advice regarding a specific financial objective or area of interest.
Sample Engagements Include but are not limited to:
- Am I optimizing my employee benefits at work
- Do I have adequate insurance coverage?
- What investments should I choose in my 401k?
- How much should I be saving for my children’s college education and how should I be saving?
- What’s the most efficient way for me to get out of debt?
- Am I on track for retirement?
- Should I prioritize paying down debt or investing?
- Should I buy or rent a home?