Not Yet Ready For Financial Planning?
Start today with a one-time financial foundations package that includes a 60 minute phone call or video chat session to discuss topics such as:
Creation of a budget including help with how to best prioritize savings vs. paying down debt.
Debt elimination strategy for student loans and/or credit cards.
Explanation & review of 401K investment options, employer matching, and vesting schedule.
Life insurance review.
A detailed action plan so that you can start implementing our recommendations immediately.
Package cost: $500