Choose one of our Financial Wellness Checkups™
A once-over that identifies the most important next steps for you to improve your financial well-being.
- Limited scope engagements
- A single meeting of 1-2 hours
- Not a full financial plan, but answering your specific questions
- Includes a written recommendation of your most important steps to improve your financial plan [This unnumbered list is followed by three questions. Each question, when clicked on, opens a modal.]
“I haven’t done much financial planning before. How to I even begin?”
When you’re ready to move beyond the piggy bank…
I’ve got some things in place and I think I’m doing OK, but I don’t know if I’m missing anything.”
Maybe you’ve been saving in a 401(k), earning a pension, or building your own investment portfolio. Make sure your other financial habits are supporting your goals.
“Am I on track to retire?”
Be sure you’re reasonably set for a sustainable retirement. Using sophisticated modeling and easy-to-understand principles, we’ll help you understand what you need to do to have the retirement that’s most like the life that you want.