Starting Strong

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.

Woman on her laptop and drinking coffeeIncluded 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.

See more about the Financial Planning Process >>

*Pricing subject to change depending on complexity of planning goals. You will receive a fixed quote for your personal plan before we start work.