Check Up


“Where you are today”

You will understand just how your finances stand. We will work together to assemble the many facets of a well-planned financial life, identify your goals and pinpoint your financial strengths and areas that need attention.

Especially for folks whose financial plans are well established and who prefer to carry out most financial actions on their own – but who still want an occasional deep-dive analysis to ensure they keep on track.

You’ll consider:

  • Cash-flow budgeting – find and eliminate waste
  • How your present investments help your long-term plan – eliminate deficiencies
  • What insurance strategy is best for you, now and going forward
  • Your debt profile and how is helps or holds you back
  • Social Security filing strategies
  • College funding strategies
  • Tax-minimization planning
  • 401k/403b reviews
  • What YOU want to cover

$500 for 2 hours – includes state-of-the-art planning technology

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