FEATURED PACKAGE SERVICES
Retirement Planning (Permanent sabbatical)
Retirement — a word we are all familiar with but maybe not at the top of your priority list until now. I strive to answer the following questions: 1) Based on what you are doing today, will your savings plan be enough for you to live comfortably 2) Will you run out of money, and if so, at what age? 3) What investment should I choose in my employer-sponsored plan? If these are questions that linger in your mind, check out the package(s) we offer to help clients with retirement planning.
MONEY MANAGEMENT
Money Management is the cornerstone of any financial plan and, truly, its most important component. When you purchase this package, you'll learn how to consistently pay bills on time through smart automation, clearly distinguish between fixed and variable expenses, and develop strategies for both. I'll show you how to build savings while still spending without guilt. You'll discover approaches to accelerate your wealth through a range of investment options, from conservative low-risk vehicles to higher-yield growth opportunities, tailored to your comfort level and goals. Beyond the mechanics, I'll educate you about your psychological relationship with money while teaching you how to create an efficient, productive money management system that will serve you for life.
FULL FINANCIAL PLAN
Our full financial plan package includes three meetings to strategize, implement, and manage a holistic plan, representing your goals and aspirations even when life throws you curve balls. We’ll focus on money management, retirement planning, housing, investments coupled with risk management strategies, estate planning, and college planning for kids.
ADD ON(S) SERVICES TO PACKAGE SERVICES
401K ANALYSIS
Employer-sponsored retirement plans, like 401(k)’s, 403(b)’s, account for a majority of most people's retirement assets. When it comes to selecting investment options, it’s’s easier said than done. I conduct an analysis of the top funds in your employer plan, educate you on why, and help you build a portfolio that resembles your aversion to loss and risk.
Recommended Pairing: Retirement Planning
Pricing: $199
INVESTMENT PLANNING
There are several types of investments you can use to maximize and grow your savings. I dive deep into investment analysis and where it fits in your overall financial plan. I use high-tech risk/loss aversion software to challenge your emotions and ideas about investments to provide you with transparent, objective, well-defined, actionable expectations before investing any money-large or small.
Pricing: $299
HOUSING ANALYSIS
Homeownership has always been the status symbol of “making it” in life. I educate you on the pre-qualification process, give you a breakdown, based on your money management system and savings ability, how much you really can afford without affecting your current lifestyle. I’ll detail various financing options and plan to purchase a multi-unit property on how to generate cash flow.
Recommended Pairing: Money Management, Retirement Planning or Full Financial Plan
Pricing: $299
