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Quick-Start Program

What if you're not quite ready for ongoing comprehensive planning, but feel like you still have a couple of urgent financial questions that you want a professional to look at and provide you with independent advice? The Quick Start Program might be a good option for you. We will address 2 of your most pressing questions over our initial conversation. We will provide you a list of actionable recommendations and solutions to the issues discussed. Should you later decide to become a Comprehensive Ongoing Planning client, you will receive reducing pricing. 

Sample Engagements Include:

  • Am I optimizing my benefits at work?

  • Should I rent or buy a home?

  • Should I prioritize paying down debt or investing?

  • Do I have adequate insurance coverage?

  • What investments should I choose in my 401(k)?

  • What is the most efficient way for me to get out of debt?

  • What's the difference- IRA vs Roth IRA? Which is right for me? 

  • How do I optimize my stock options through work?

  • Am I on track for retirement?

  • How much should I be savings for my children's college education? Where to save?

  • Taxes!  Is there anything I can do to invest more tax efficiently?

  • When should I start taking taking Social Security benefits?

  • Am I invested with the appropriate level of risk to meet goals? Too much or not enough?

Price:  $500  (1/2 due at beginning with the balance due after plan delivery)  If you would like help with implementation, we can apply this planning fee to the ongoing comprehensive financial planning service. 

Click Here To Schedule A Complimentary Call