Financial Check-Up

Financial Check-Up

Use our Financial Check-Up service to find out where you stand with your finances.

For those with less complex needs, this is a limited-scope engagement designed to get you on the right track.

  • We cover as much as we can about your financial situation and goals in our consultation.
  • We review any additional documentation you provide following your consultation.
  • After sending you a summary of our findings and recommendations, we schedule a 20-30 minute follow up meeting.

***This session is for clients with limited financial inquiries and does not provide a comprehensive financial plan. Detailed investment advice and specific portfolio recommendations may require more in-depth work than the standard financial check-up session allows.

Pricing & Process



  • Cash flow/Budgeting
  • Net Worth Analysis
  • Retirement Savings Targets
  • Debt Pay-Down Strategies

    (student loans, consumer debt, etc.)

  • Emergency Fund Creation
  • Guidance on Employer-Provided Benefits
  • Life Insurance Needs Recommendations


We will discuss your current situation and goals, and explain our services, process, & pricing. 

Upon engaging our services, we collect the financial information we need and create your plan. 

When the plan is completed, we provide you a copy of the plan along with an explainer video outlining the plan and our recommendations. 

After you have watched your explainer video, we schedule a meeting to discuss in detail any questions you have about the plan or our recommendations.

Are you ready to get started?

Over this 30-minute consultation we will discuss how we can help you work towards achieving your financial goals.
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