Comprehensive Financial Planning is great, but some families may not be ready for it. For couples who are looking for guidance on one or two financial topics, a Quick Start Program may be the right fit.
- What's included?
- A 60-90 minute call to discuss one or two major financial issues - for example, one or two of the bullet points listed under the "Comprehensive Financial Planning" Package.
- We will have a brief email conversation before the call regarding the topics so I can come prepared to discuss solutions!
- Within 48 hours of the call, you will receive a summary of recommendations, including action items to address your goals, via email.
- What is the cost?
- Cost for the Quick Start program ranges from $400-$500, depending on the topics we discuss.