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
WHAT WILL YOU GET?
Two virtual sessions in which we will go over 1-3 questions/issues you might have.
A follow-up short plan summarizing the outcome of our conversation and outlined step-by-step actions.
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.
HOW MUCH WILL THIS COST?
The fee for this engagement is a flat rate of $2,495, with 50% due at the start and the remaining balance payable upon completion. Typically, engagements last between 4 to 12 weeks.
You will know the exact cost upfront, regardless of the time required to resolve the issues. On average, I dedicate 7-10 hours to the plan, with 2-3 of those hours spent in direct collaboration.
WHAT ELSE DO YOU NEED TO KNOW?
How do I know which plan I need? Don’t worry. After we speak (and I always have a free first call to see if I can even help), I will follow-up with detailed email about what types of services would work best for your situation, how much they will cost and how to start.
I also provide hourly services at $300 per hour. Normally, a focused plan makes more sense unless you have a very specific question that I can address in less than 5 hours.
OTHER SERVICES: Comprehensive Financial Planning | Investment Advisory Services | Financial Planning Academics