You are never too old to set another goal or to dream a new dream. ~C.S. Lewis
One Topic Financial Planning Session Description: This session is designed to cover one of your most crucial financial planning questions. This session does not include investment analysis, investment management or retirement planning projections. Session Time Frame: One Time Pricing: $599 for each session Service Includes:
One 60 to 90 minute virtual video conference meeting
Summary of recommendations that are in your best interest (no products will be sold) and tailored to your individual needs.
Two months of email support relating to your topic
Topic Examples include some of the following:
How much should I have in my emergency fund?
Should I buy a home or continue to rent?
What financial goals should I have at my life stage?
Should I buy a car or lease?
What amount of mortgage can I afford?
What's not included?
This service is designed to help you answer your most crucial financial question. Therefore, it does not include follow-up or accountability. If you require more accountability and follow-up check out the Comprehensive Financial Planning Service.