AREAS we'll Cover

Budgeting/Spending

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Debt management

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Goal setting

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Buying a home

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Employee benefits and insurance review

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Stock options

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Retirement planning

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Investment planning

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Tax Strategies

WHAT YOU'll

RECEIVE

Two one-hour strategy sessions with a financial planner who will answer your specific financial questions within one or two specific financial areas

Your own custom budgeting tool to help you track your monthly income and expenses

A summary email outlining our recommendations for your financial future

30 days of unlimited email/phone calls for any questions that arise 

Meetings will be held virtually