If you're not ready to engage in ongoing services, but need pointed in the right direction on a particular topic, an hourly service may be a good starting point. With this limited scope engagement, you will gain important foundational knowledge to help improve your financial outlook and well being in a short amount of time. You will receive a questionnaire, action items and a follow up email around the topic. Each session is $325/hour with the first hour billed at the time of booking.
Incorporating Socially Responsible Investments
If you have an existing investment portfolio and would like to make a positive impact, you can! I’ll find out what’s important to you and develop a portfolio with your unique goals and values in mind. Investment management is also available.
Reset your spending to combat lifestyle creep and get intentional about living your best life. Explore different frameworks to stay on track and keep things fair if you have joint finances.
Federal Student Loan Review
This engagement will help you understand your repayment or forgiveness options. We will explore ways to reach your student loan goals while balancing the other things you may want to do like buying a home, starting a family or saving for retirement.
Employee Benefits Review
One of the most practical and overlooked ways to improve your financial picture is to optimize employee benefits. I will review your employee benefits package and help you align them with your life, situation and overall goals.
401(k) and Health Savings Account (HSA) Portfolio
Retirement and HSA investment portfolios play an important role in your financial future. Make sure you are leveraging these assets by getting a professional portfolio constructed that is tailored to meet your needs.
Additional topics may be available upon request. Please note that we can discuss tax planning and estate planning concepts but you will need to work with an attorney or CPA to implement any legal or tax related items.