top of page
Project Planning
We will review one to three topics of your choice to help you create a personalize plan of action and/or validate your financial decisions.
-
A one to two hour phone or video conference meeting
-
Follow-up email with summary of recommendations within 2-3 business days
-
30 days of support to answer questions and address any issues you may have during implementation
Common questions from clients
"Are we financially prepare to buy a home?"
"How do I build up my credit?"
"What's the best way to pay down my student loans?"
"Am I in the right investments?"
"Which debts should I pay off first?"
"Am I on track to retire early?"
Project Planning Fee Schedule
Fees based on complexity of planning
-
One-time fee of $250 - $2,000
-
Cost will be determined before engagement begins
-
50% of fee will be due at when engagement begins and remainder to be paid after support period is complete (30 days after plan delivery meeting)
bottom of page