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Ideal for those investing less than $250,000

Do you have extra money in your checking or savings account, but don’t know what to invest in? Do you want to make the most of your 401(k) or other retirement accounts? Want someone to help you select the investments in your 401(k)?

 What You'll Get:

  • 4 Meetings or Calls
  • 2 Deliverables for investment recommendations
  • Investment recommendations from a licensed professional
  • Objective advice tailored to your goals

What We’ll Do:

  • Identify risk tolerance and investment objectives
  • Provide investment recommendations and perspective
  • Help you implement trades and make changes to your retirement accounts

Plus, after implementation of trades you’ll also receive a 90-day check in meeting to:

  • Evaluate adjustment to your portfolio
  • Incorporate new trends
  • Schedule next engagement or courtesy call

Plus, upgrade to Financial Planning Essentials within 12 months and only pay the difference!

Total Consultation Hours: 3

Book an Introductory Call