À La Carte Sessions
If you're not ready to engage in ongoing services, but need pointed in the right direction on a particular topic, an à la carte 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.
30 Minute Call + Analysis
Available Topics:
Managing joint finances
Financial mindfulness concepts
Setting priorities and exploring options
Employee benefits review
Quick review - identify gaps and opportunities
Research + Email
Available Topics:
Company sponsored retirement account investment recommendations
Incorporating SRI funds/ETFS into your portfolio
Other Requests
Additional topics are available on 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.
