POWER SESSIONS
Sometimes you need help in one specific financial area.
AREAS we'll Cover
Budgeting/Spending
Debt management
Goal setting
Buying a home
Employee benefits and insurance review
Stock options
Retirement planning
Investment planning
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
SINGLE
2 payments of $375
COUPLES
2 payments of $500
BUSINESS OWNER