Do you have 1 or 2 specific financial concerns you would like to work through? My project based financial planning service may be the best way to get your concerns addressed quickly.
Examples of Quick Start projects I have worked on include:
- Stock Option Analysis
- Benefits Review
- College planning
- Budget & cash flow reviews
- Preparing for baby
- Employee benefits review
- Merging finances
- Investment & risk analysis
90 Minute Call to discuss your current financial situation and your short & long term goals.
After the call you will receive 1 page Quick Start Action Checklist. This checklist will include a summary of what we discussed and a list of the recommendations I made, including a timeline.
The Quick Start plan cost is $499. If your project is more complex we can discuss hourly financial planning options.
After you complete the Quick Start plan you have the option to upgrade to the comprehensive Peace of Mind Plan. If you make this change within 6 months I will credit your Quick Start payment towards the initial planning fee.
Check out the FAQ’s here.
Ready for Clarity?
To get started please schedule a 20 minute call with me. During the call we can discuss what you are looking for in a financial planner and I can answer any questions you have about the Quick Start plan.