You are young and focused on building a strong financial foundation. This is a great time to build good savings habits and create the protection plan a young family needs.
Included in your plan:
- 1 Hour data gathering and goal setting meeting.
- Advice on what kind of retirement accounts to set up, amount to save, and investment mix.
- Analysis of your life insurance needs and recommendations on how much and what type of insurance to buy.
- Check up on current investments and help improving the diversification and cost of your current nest egg.
- College savings plan.
- 90-minute plan presentation.
- 1 follow up meeting for help with plan implementation.
- 1 year of planner availability by phone for questions.
Cost: $1,800* for initial plan. Annual retainer for ongoing advice is available.
*Pricing subject to change depending on complexity of planning goals. You will receive a fixed quote for your personal plan before we start work.