Your Time, Your Questions.
WORKING SESSION
This is a real financial or business planning session. For 120 minutes, you control the agenda. Bring your pressing financial or business concerns, and leave with workable solutions. The goal of this meeting is not comprehensive planning but instead, to zero in on a topic(s) and provide you with as much information as possible during our time together.
Here are some sample topics we could discuss:
- Budgeting and/or Cash Flow Management (personal/business)
- Debt Management (personal/business)
- Preparing to merge finances with a partner
- College Planning
- Mutual Fund and Investment Basics
- Managing Your 401(k), 403(b), etc.
- Life Insurance Review
- Review Early Retirement Offer
- Annuities
- Creating a Business Plan Outline
- Pricing Strategies (business)
- Quarterly Calendar Management (business)
- Whatever You Want to Discuss
All meetings are held virtually on Zoom. When you make your appointment, let us know what our meeting will be about. We’ll let you know if you need to bring anything so that we will be ready to get to work as soon as you arrive.
Fee: $500.00 for two hours.