This can be an easy entry into working with a financial planner or an affordable way to get focused help with a particular area of your finances. You control the meeting and set the agenda, or I can suggest some topics that appear to need the most attention. Is a great way to get help with:
- Household Budgeting
- Managing Debt
- Investment Selection
- Planning to Buy a Home
- Second Opinions
This is also a great place to start if you are interested in the Baseline Retirement Plan service but don’t have your short-term finances in order. It’s also good for recent college grads, newlyweds, and young families. It even makes a nice gift. It is not a detailed financial review and will not result in an extensive financial plan. The $350 fee is payable at the time of service.
If you are interested in a 2-hour financial planning session, please visit my How to Work with Me page.