Strategy Session

Get expert answers to your most pressing financial questions.

Are a few financial questions keeping you up at night?

Get a quick assessment of your financial situation and reliable answers to common questions such as:

  • How much do I need to save for retirement?
  • What’s the best way to save for my child’s college education?
  • I just changed jobs.  How do I get the most out of my employee benefits package and choose investments for my 401(k)?
  • Am I taking enough or too much risk with my investments?
  • I just got married.  How do we organize and merge our finances?
  • How much disability or life insurance do I need to protect my family?
  • What should I do with my inheritance?

A Strategy Session is designed to answer questions like these.  Here’s how  it works:

  • You choose one or two financial topics to address during our Strategy Session.
  • I provide a written plan with specific follow up steps
  • You receive one month of phone and e-mail follow-up support

Pricing:  Starts at $450 and is based on the number of topics addressed.

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