One-time Financial Plan
"Can I get a Second Opinion on..."
Life Insurance Needs / Options
My Broker's Investments & Fees
My 401(k) / 403(b) Options
"Financial stress is a burden on my family. What can I do?"
"Am I on-track...?"
"Can I afford...?"
"Should I rent or buy?"
"How should I approach my student loans?"
"What is the most important thing I can do right now?"
"Can you help me get organized?"
"I'm having a kid. What do I need to change?"
"How does this... affect my taxes?"
"Can I retire?"
One 90-Minute Consultation Meeting
Time usually allows for 1-2 of the following topics:
Student Loan Analysis
Cash flow Planning
Destress / Counselling
Employee Benefit Strategies
Tax Planning & Strategies
Estate Planning Review
Written Review & Action Item List
30 Days Email Access for Follow Up Questions