Quick Start Planning

What is it?

We offer quick start planning for people who have an immediate need. Quick start offers up to 90 minutes of meeting time generally split between 2-45 minute meetings. During the meetings we will tackle up to 3 topics of financial planning specific to you.

How Much is it?

We offer quick start planning for $600.

What can be covered?

There are a huge number of topics that can be tackled. The list below is just the most common topics I have worked with clients about.

  • Cash flow planning

  • Investment planning/Analysis

  • Tax savings strategies

  • Risk management

  • College planning