Quick Start Program

What if you’re not quite ready for comprehensive planning, but feel like you still have a couple of urgent financial questions that you want a professional to look at and provide you with independent advice? Our Quick Start Program might be a good fit for you. Over the course of our 90 minute meeting, we will address 2-3 of your most pressing questions. Following our conversation, we will provide you with a list of actionable recommendations and solutions to the issues discussed. Should you later decide to become a Comprehensive Planning client, the Quick Start Program fee will apply towards your initial planning fee.

Sample Engagements Include:

·         Am I optimizing my benefits at work?

·         Do I have adequate insurance coverage?

·         What investments should I choose in my 401(k)?

·         What’s the difference between a traditional IRA and a Roth IRA? Which one (if either) is right for me?

·         How much should I be saving for my children’s college education? How should I be saving?

·         I hate paying taxes! Is there anything I can do to invest more tax efficiently?

·         What is the most efficient way for me to get out of debt?

·         Am I invested in the appropriate investment vehicles? Am I taking too much risk? Not enough?

·         Am I on track for retirement?

·         When should I (or a family member) start taking Social Security benefits?

·         How do I optimize my stock options through work?

·         Should I prioritize paying down debt or investing?

·         Should I rent or buy a home?

Price: $495