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Working Session

Your Time, Your Questions.

This is a real working financial-planning session. For 120 minutes, you control the agenda. Bring in your pressing financial concerns, and leave with workable solutions. The goal of this meeting is to provide you with as much information as possible during your two hours. 


Topic Ideas:

  • Budgeting

  • Debt Management

  • College Planning

  • Employee Benefit Review

  • Investment Review

  • Life Insurance Review

  • Early-Retirement Review

  • Estate/Trust

  • Whatever Is On Your Mind

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.


Flat Fee: $400

For a 2 Hour Virtual Meeting