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
Check-Up
$2,000
- 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
Process
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.