Have Questions?

Life’s major milestones have a way of directly impacting your finances. We can help before, during and after any of these life changes to potentially lessen the impact. Wrestling with any of these questions? If so, we can help!

  • How should I tackle my student debt?
  • Should I sell or rent my condo?
  • What items should I consider when I purchase my first home?
  • How much should I put in my 401(k)?
  • What investments should I choose within my 401(k)?
  • Should I rent or buy a home? 
  • College saving strategies
  • How do I prioritize saving towards my emergency fund vs. 401(k) vs. paying down debt?
  • Where do I currently stand financially?
  • Help me get my arms around my cash flow and budget
  • How to optimize stock options
  • How to minimize taxes
  • How to coordinate investment accounts across your household
  • Am I invested in the appropriate investment vehicles?

 
 

Cost

  • $995, due in two installments; half at engagement, and half at satisfactory completion
  • Fully customized and personalized mini financial plan tackling the two topics of your choice. 
    • Includes a scheduled follow up call to aid in implementation