“A goal without a plan is just a wish”.
-Antoine de Saint-Exupery
POPULAR PLANS
Debt Reduction Plan
Pay down your credit card and student loans.
$400
- Basic cash flow statement
- Debt management plan utilizing the Avalanche or Snowball method
- Minimize total loan interest to be paid
- Establish a timeframe to pay off your debt
- Action plan
Real-Time Planning
Conversation to answer your questions
$499
- 90 to 120-minute online consultation via Skype or another service
- One-time engagement (not considered a comprehensive plan)
- Discuss one or more pressing financial issues, i.e., life insurance need, retirement savings, employee benefits, etc.
- We will provide a summary report with action plan shortly after the meeting
401(k) Planning
Take advantage of your company's retirement plan!
$600
- Determine your monthly contribution amount to reach your retirement goal
- Determine your retirement income need even if it is 30 years away
- Help with your investment options offered in your retirement plan
- Determine an asset allocation based on your risk tolerance and time horizon
- Review your company’s Summary Plan Description
- Recommend additional retirement savings vehicles such as an IRA
- Help with selecting Traditional vs. Roth – 401(k) and IRA
- This service also applies to 403(b) and TSP