Beginning Investor Program

 

We know it can be intimidating…maybe you’ve saved into a 401K but haven’t ventured beyond. Maybe you’ve never taken the time to discuss concrete goals with your partner. Maybe you have no idea how to plan for the future.

We’ve simplified the process to make it easier and less intimidating to start working with a financial planner. We have three options to help familiarize you with the financial planning process — no commitments.

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FINANCIAL ASSESSMENT

With our foundational financial assessment, you’ll walk away knowing how to balance budgeting for life today while saving for tomorrow. The assessment of your current savings plan includes:

  • Budget Analysis

  • Retirement Projections

$199

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ASSESSMENT & PLANNING (SINGLE)

Our assessment and planning program will identify how much to save annually and how much income or total assets are available to meet your goal(s) — be it saving for college, debt reduction, or retirement. It includes:

  • Retirement Planning

  • Loan Analysis

  • Individually Tailored Investment Policy Statement

  • Account Setup

$249

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ASSESSMENT & PLANNING (COUPLE)

Our assessment and planning program is discounted for couples, which includes:

  • Retirement Planning

  • Loan Analysis

  • Individually Tailored Investment Policy Statement

  • Account Setup

$399