Financial Wellness Exam
1. Intro Call (10-15 minutes)
We begin with a quick, casual conversation. This is an opportunity for you to ask questions, share your goals, and ensure we’re a good fit to work together.
2. Planning Meetings (2-3 one hour meetings)
During these sessions, we’ll:
-
Dive into your goals and financial details.
-
Review key areas like retirement plans, student loans, investments, and college savings.
-
Discuss your questions and refine your plan.
-
After further analysis I'll present you with results and recommendations.
3. Ongoing Support
If you continue with the On-Call Financial Support after the Financial Wellness Exam, you’ll receive:
-
Semi-annual reviews to stay on track.
-
Proactive advice for investments and retirement planning.
-
Access to planning software for real-time progress updates.
-
Ongoing plan adjustments as your life or career evolves.
This ensures you remain on course toward your financial goals while adapting to changes along the way.