One Time Consultation
WHAT'S INCLUDED
- A thorough review of your documents beforehand so the meeting is completely devoted to your planning needs
- 60 minutes of guidance virtual or in person
- Discussion of 1-3 of your pressing topics such as how to buy a house, the best way to maximize your employers retirement plan or what to do with a recent inheritance
- Recap email within 48 hours so you can take action right away
- 5 business days of complementary email access
COST
- $500 for a 60 minutes of guidance
- $350 per hour for additional guidance
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