Financial Checkup

While comprehensive financial planning is the cornerstone of our practice, you may not need (or be ready for) our full-service Wealth Management Program. To satisfy your specific needs, we designed a cost-effective way of addressing your top-priority financial concerns.

• The Financial Checkup is a 2-hour financial planning session with one of our Certified Financial Planner™ (CFP®) Professionals. During this session, we review and discuss your current financial situation and present solutions to your specific issues. The cost for the Financial Checkup is $750, payable at the time of the meeting, and includes the 2-hour planning session, written recommendations, and one hour of additional email and phone support to help implement our recommendations. If you opt for our Wealth Management Program within 30 days, we will credit the cost of the Financial Checkup toward your first year’s fee.
• The process is simple. Just call our office and make an appointment. We will send you our Service Agreement and Questionnaire. Return the signed Agreement, completed Questionnaire, and additional items listed in the Questionnaire at least one week before your scheduled appointment. We will meet, and together, tackle your most pressing financial issues.