360° Financial CONSULTATION

The 360° Financial Consultation includes a two-hour collaborative working session that is tailored to your most pressing areas of need, supplemented by additional behind-the-scenes preparation, analysis, and documentation. The end result will be a limited-scope, digital, financial plan. You choose the areas you want to cover and we will tailor the service to your needs.

• Personal goal discovery
• Debt repayment planning
• Budget planning
• Advice on saving for major purchases
• Retirement plan decisions
• Insurance needs analysis
• College planning
• Long-term care planning
• Portfolio diversification and investment selection
• Tax efficiency planning strategies
• Retirement resource evaluation
• Inheritance proceeds decisions

Given its limited scope, the 360° Financial Consultation provides you access to competent, objective financial advice for a significantly lower fee than a comprehensive financial plan, hitting upon the areas you need the most present guidance on.

Based on Hourly Rate of $250/hr