Quick Start Session
Accessible Guidance from a CFP®Not ready for a full financial plan, but still have questions you'd like answered from a professional?
A quick start session is for you! Need financial clarity without a long-term commitment? Our 90-minute Quick Start Financial Planning Session gives you direct access to a Certified Financial Planner™ (CFP®) who will answer your most pressing personal finance questions. For a flat fee of $600, you’ll receive expert guidance tailored to your specific situation—no hidden costs, no sales pitches, just actionable advice. Common Topics We Cover 💰 Budgeting & cash flow management 🏡 Home buying & mortgage decisions 📈 Investment strategies & retirement planning 📑 Tax optimization tips 🛡️ Insurance & risk management 👶 Planning for children’s education 💳 Debt management & credit strategies Get started by booking your session below! |
The Process(1) Book a time for your session (calendar below)
(2) Complete your onboarding information
(3) Have a 90 minute quick start session with your CFP® professional. (4) Receive a follow up email with our meeting notes. *You can choose to use part of your 90 minute meeting to pull up your financial data instead of uploading it before the meeting. |
