If you’re not ready for an ongoing relationship with a CERTIFIED FINANCIAL PLANNER™ but would like to get objective guidance, this is the option for you. We meet with you in our office or virtually for two hours to answer your specific questions. We will follow up the meeting with a written plan with steps for you to follow in plain English. You control the agenda. We will have an in-depth discussion of two or three of your most pressing financial topics, such as:
- Complete student loan analysis. Which payment plan should you choose for your student loans? How can you manage your loans for Public Service Loan Forgiveness? Does it make sense to refinance or consolidate your student loans?
- We can help get you started with a budgeting/spending plan. How much should you set aside for emergency savings vs. savings for other goals? What are the best tools to use?
- Just got your first employee benefits enrollment? We can help you get your finances going in the right direction by helping you select the right health care plan, life insurance options, HSAs, FSAs, retirement plan contributions, etc.
- What is the best way to save for College for your children? How much should you save? Where should you invest the money and how should that change as the children get closer to college age?