Financial Kickstart
You are finally ready to pursue true wealth, but you aren’t sure how to get there. Collaborate with a CFP® to address topics such as spending, saving, managing debt, and managing risks. We will create a plan that is both efficient and flexible allowing you to shift as life changes. With a year of email support, you will be able to ask questions as they come up and receive encouragement along the way.
$1,150
What you’ll get
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Two 60-minute meetings with a CFP®
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Access to our online platform to input your financial information prior to your meeting, and the ability to track your progress for one year
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Clarity on which financial goals to focus on
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A follow up email with personal recommendations and next steps
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A one-page kickstart plan, emailed to you after your session
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Unlimited email support for one year
In-person and remote options
In today’s world, a physical space or presence no longer defines an organization’s reach. We’ve made the investment in the technology needed to work with clients efficiently and effectively from anywhere. We’re always glad to see you in our beautiful office, but when that’s not possible, we can still be connected.
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