Services
Goal-Specific Financial Planning
Description:
This is our service to advise a client on a specific goal or need, such as college planning, vacation home purchase, credit card or other debt reduction, etc. Please, bring all relevant statements and documentation to the meeting.
Recommended for:
Individuals, Families
Cost:
$150 fee for most engagements. Should there be any additional cost, the client wold be informed up front.
Veterans and first responders may receive a 50% discount with proof of service.