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.