Set up payment
Share financial information
Dig Deeper Session (optional)
Create financial plan
Overview of your financial plan, goals, and net worth
Discuss major near-term action items
Discuss cash flow plan for savings goals
Discuss retirement savings & market investing
Rebalance 401(k)s, IRAs, and investment accounts
401(k) rollover gameplan, if applicable
Automate monthly investments
Optimize tax withholdings
Debt reduction strategies
Credit score tune-up
Discuss strategies to protect your assets and how to pass them efficiently to your loved ones
Buying Vacation Home
Real Estate and Rental Property Investing
Stock Compensation (RSUs, ESPP, stock options)
Starting a Business
*When relevant or upon request, these topics can be covered during our scheduled meetings.
Note: The meeting topics presented above are examples. Actual meeting content & sequence will be customized based on the Client’s needs.
A financial planner can guide you in making smarter financial decisions and help reach your financial goals.
Would you like to travel and take vacations more frequently? Are you considering buying a home, or do you want to save for your child’s college education? Are you eager to get rid of your student loan debt? How much should you be saving for retirement? A financial planner can help you achieve all of those goals and help you maximize your money.
We enjoy getting to know you on a personal level so that we can provide a financial plan tailored to your situation. We will meet regularly and your financial plan will be a living breathing document that will continue to be optimized over time.
($250 to $400/month)
($350 to $600/month)