Package 1
Package 1
Package 1
A one time engagement--consisting of 3 calls/virtual meetings-- focused on discussion and analysis of your personal financial situation. We'll first explore your life goal. Maybe it's owning a home, planning a once in a lifetime vacation, paying off your student debt, etc. Once we've uncovered and documented those we'll look at all yo
A one time engagement--consisting of 3 calls/virtual meetings-- focused on discussion and analysis of your personal financial situation. We'll first explore your life goal. Maybe it's owning a home, planning a once in a lifetime vacation, paying off your student debt, etc. Once we've uncovered and documented those we'll look at all your sources of income and your various debt, and figure out a budget that makes sense for you to achieve what you want in life.
Package 2
Package 1
Package 1
We'll take everything in Package 1 and now begin to look at strategies for overcoming any barriers and successful saving strategies. We'll have a call monthly for 6 -9months to stay accountable for your new budget and assess progress against goals.
This is really where we can see and measure the results, and tweak where needed. This is the package we suggest for most clients.
Package 3
Package 1
Package 3
An adhoc transaction question or guidance regarding your personal financial situation. Examples including: how to move retirement monies from a previous employer, how to start a 529, how to establish your credit history, how to get setup with a financial organization such as Vanguard, etc.