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:
Topic Examples include some of the following:
What's not included?
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.
- This service does not include Retirement Planning Projections and/or Investment Analysis as those topics are covered in the Comprehensive Financial Planning Service.
