Financial Planning Framework
- 30-60 Minute data gathering session to help you get organized and on track
- 30-60 Minute recommendation and action steps to begin your financially fit journey
- 60 Minute review after 6 months
- 60 Minute planning year-end checkup
Financial Planning Snapshot
- 60-90 Minute Data Review and Goal Setting Meeting
- Follow up email with recommendations on your 1-2 biggest financial planning concerns.
- One month of unlimited emails on your 1-2 planning concerns.
How do I open up a Roth or Traditional IRA?
How do I choose the funds in my retirement plan?
How much should I save for retirement?
How can I pay off my debt the fastest?
How do I choose the best options in my benefits packet at work?
How much life insurance should I have?
How much disability protection should I have?