Quick Start

Quick Start

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.

Let's discuss this further