Quick Start Package

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. 

Over the course of a 90-minute meeting, we will address 2-3 of your most pressing questions. Following our conversation, I will provide you with a list of actionable recommendations and solutions to the issues discussed.

Should you later decide to become an ongoing comprehensive planning client within 12 months, your fee is credited towards your initial planning fee.

Price: $600

What’s included:

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.

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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?
CFP Professional XY Planning Network NAPFA Fee-Only Network

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Follow the link below to log into your RightCapital, AdvicePay or TD Ameritrade AdvisorClient account.

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Contact Us

phone:
828-569-2785

address:
362 10th Ave. Dr. NE
Hickory, NC 28601

Schedule a meeting