The One-Time Consultation
The cost for this service is $579.
Who should consider this service?
This is designed for DIY investors and/or those looking for objective, unbiased financial advice from a CFP®.
We recognize that some people are just looking for reassurance and direction and don't want to commit to working with a financial planner long term. That's okay.
We believe that complexity is not required to build a strategy that works. We'll be using a 'back-of-the-napkin' approach. We'll do our best to make sure you're a good candidate for this service during the intake process.
If this is what you're looking for, you're in the right place.
Here's the process:
Gather the facts
We built our own financial questionnaire from scratch which is intended to give us a big-picture view of your finances. It can be completed in less than 5 minutes. Click below to get started.
10-minute phone call
I'll use this time to confirm you're a good fit for this service.
You'll schedule this phone call in the final step of the in-take form.
During this time, I'll answer your questions, address your concerns, and provide you with the direction you're seeking.
We want to know how we did. We'll send you a survey at the end which will provide you with another opportunity to ask questions that weren't answered during our engagement.