If you have specific questions or concerns about your finances or just want to see what it’s like to work with a financial advisor, this service works well for you. Our Financial Sessions are a cost-effective way to receive fiduciary-quality advice while exploring one or more topics of your current financial life through a limited engagement.
Each Session is priced at a flat rate, focusing on one of several fundamental aspects of financial health. There are no additional fees or obligation, and several Sessions can be combined in one engagement agreement. Expect each Session to require about 3-4 hours, with an initial one-hour meeting, information gathering and analysis, and a one-hour presentation and discussion meeting.
You’ll get answers to your questions and concerns regarding specific areas of your financial health without a long commitment or expensive price tag. This route will give you the confidence to manage personal finances on your own and helps identify areas of focus to work on by yourself, or with a financial advisor in the future.
FINANCIAL SESSIONS INCLUDE:
One-Page Financial Plan
Cash Flow & Budgeting Review
Debt & Repayment Strategy Review
Retirement Strategy Review
Education Funding Strategy Review
Property/Asset Goal Strategy Review
You may have concerns that are not included in this list. Please call or write us to find out how we may help.
Financial Sessions are priced at a flat rate of $650 per Session, with one half required at the start of the engagement and the second half due upon delivery of our report(s). You may choose multiple Sessions in one client agreement, and combining Sessions may create a broader understanding of your financial health.
Once you decide to become a client, we will request that you provide a list of documents for us to review. This could include documents such as account statements, pay-stubs, and pension projections. We will then analyze this information to create a customized report for each Module selected. It’s our job to help you see the big picture and possibilities for improvement.