An eCheckup is a flat-fee, personal financial checkup conducted entirely through a series of email interviews and email dialogue with me, a living, breathing financial planner, resulting in a written action plan with specific recommendations. It’s an affordable and flexible way to get personalized financial advice.
There are two different types of eCheckups available: a Spending Plan eCheckup that addresses cash management, debt, expenses, and near-term financial goals, and a Retirement Plan eCheckup addressing long-term cash flow, asset allocation, asset location, and investments.
Spending Plan eCheckup – $350
A checkup for your short-term finances
Advice and guidance on managing your day-to-day cash flow, meeting expenses, achieving important savings goals, and managing risks. Services include:
- Budget/spending plan review and advice
- Emergency fund recommendations
- Saving strategies
- Banking and cash management recommendations
- Credit and debt management planning
- $50 savings on a Retirement Plan eCheckup started within 12 months
- $100 savings on subsequent Spending Plan eCheckups
Retirement Plan eCheckup – $500
A checkup for your long-term finances
Straightforward answers and advice relating to long-term cash flow, retirement planning, and investments for those saving for retirement as well as those already retired. A Retirement Plan eCheckup includes:
- Retirement plan analysis and reality check
- Investment risk and goal review
- Asset allocation advice
- Asset location advice
- Specific investment recommendations
- Specific saving and/or withdrawal recommendations
- $100 savings on subsequent Retirement Plan eCheckups
Requesting an eCheckup is easy; just send me an email. You can even give someone an eCheckup as a gift.