One & Done Meeting

Cost: $325       

Commitment: None

Description: One 90 minute meeting in person or over Zoom. This is for you if you have a few questions you want expert advice on or a limited area in your financial life you want more confidence in. Set up this one time meeting and we’ll discuss your specific questions or areas of financial planning that matter most to you right now.

One & Done Financial Roadmap

                                        Cost: 1% of gross income ($2000 min with out investments or $3000 min with investments)       

                                                                                           Commitment: Limited

Description: If you feel confident in your ability to follow through on a financial plan but you want a certified expert to give you a clear and customized plan to follow, this is the option for you.

Step 1: To start we have a 90 minute meeting where we touch on the 7 areas of Financial Wellness, along with your expectations and concerns. Areas such as cash flow & debt, investments, insurance, taxes, estate planning, retirement, and goals funding. Together we decide the varying degree of guidance needed in each area.

Step 2: After the initial meeting you will be sent a list of documents to fill out and a needed document list. Once this information is received we will create a customized Financial Roadmap that includes recommendations, needed actions, and a timeline. We will also talk by phone to get you connected with your portal that allows access to net worth tracking, retirement planning, and budgeting.

Step 3: We will have a review meeting to go over your customized roadmap. This is where you ask any questions, verify your understanding, and include any updates or changes you want. You will leave with a customized plan, that includes actionable steps, to achieve your goals. You will have phone and email access to us for 30 days after this meeting for any follow up questions.

Step 4: If you chose to include investments then we will create an asset allocation appropriate to your risk tolerance and risk capacity that includes selecting appropriate funds that are available within your captive employer or non employer investment accounts. You can then implement these changes by yourself, have us do it, or have a meeting where we implement the changes together and you learn how to do it yourself next time.

What we cover in your financial roadmap

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Monthly cash flow & budget creation assistance

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Debt paydown plan & credit report analysis

financial planning steps

Retirement planning & investment recommendations

financial planning steps

Overview of tax & estate Planning

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Overview of insurance & employer benefits

financial planning steps

Goal funding planning

What you walk away with

You will walk away with a customized Financial Roadmap that includes actionable items such as: 1) knowing to contribute xx% of your paycheck to your 401k allowing you to retire at age 60, 2) what is the best account type and amount to fund your kids education, 3) whether to contribute to a Roth or Traditional IRA, 4) that you need to get $xxx,xxx more in term life insurance, 5) lifetime access to a budgeting & retirement portal, 6) being diversified and invested appropriately in the best funds your employer offers, and more.

Want to find out more? Wondering about getting started with us? Go to our Contact Us page to fill out our Contact Form for a no strings and no cost 20 minute introductory phone call. You tell us about what’s going on, we answer any questions, then get you on the schedule.