Hourly Financial Planning
"Can I get a second opinion on..."
Life Insurance Needs / Options
My Broker's Investments & Fees
My 401(k) / 403(b) Options
"How much do I need to retire?"
"Am I on-track for...?"
"What tax strategies should I be using / planning for?"
"What elections should I make for my employee benefits / executive compensation?"
"How should I approach my student loans?"
"What is the most important thing I can do right now?"
"How does this... affect my taxes?"
(1) One Free Phone or Video Call to discuss the scope of your engagement.
What topics would you like to cover?
What documents would you like us to review?
What questions should we make sure to answer?
(2) We will give you an estimate & quote for the engagement.
(3) After you help us gather the information needed, we will do the analysis and make recommendations
(4) We will have a meeting to go through our findings and recommendations.