Sometimes, we just have a few questions or a few issues to solve. This limited engagement focuses on those questions and issues.
Financial Planning – Focused Session
Two virtual sessions in which we will go over 1-2 questions/issues you might have.
A follow-up short plan summarizing the outcome of our conversation and a step-by-step action.
Here are some examples of topics we can discuss:
Workplace retirement plans (such as a 401(k), 457 or 403(b)) and deciding how to allocate your money within those plans.
The choice between different retirement plans available with your employer. For example, should you choose the defined benefit or defined contribution type plan?
Starting up a Roth IRA, a brokerage account, or another savings account.
Going through a new job’s benefits package and choosing the benefits.
Deciding between buying a house and renting.
A flat fee of $995
You know exactly what you are paying regardless of how long it takes me to address the issues.
If within the first six month after our focused session you decide that you need more help (or if just really liked me and want me to be take care of your finances), I will credit the $995 already paid towards future comprehensive financial planning services.