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A Financial Strategy Session is a limited engagement that typically covers two to three financial planning topics in detail. It involves 8-10 hours of time for research, planning, meeting and follow up.  The client receives  a summary copy of the meeting following the appointment that includes written recommendations. The Financial Strategy Session includes a 1½ hour meeting between the client and the adviser, a Certified Financial Planner, CPA and Certified Student Loan Professional.  The Financial Strategy Session is an excellent way to begin the financial planning process and receive immediate answers to your most pressing questions. This gives you the opportunity to experience our services without worrying about the need to make a long-term commitment. 

Everyone has their own issues, but typical questions may include:

  • Am I on track to retire at 65?
  • Can you help me to make the best 401(k) selections?
  • What should I invest in?
  • I am becoming a partner in my law firm.  Can you help me to calculate estimated taxes?
  • What is the best strategy for saving for a down payment?
  • Should I pay off my student loans before saving for retirement?
  • How much house can I afford?
This engagement is only appropriate for clients with a few burning questions, and is not for clients that need comprehensive financial planning advice. It is limited to one meeting, and is usually only used for clients that are just starting out, and need advice that is limited to only one or two questions that they need to address. At this time, I am only offering this if I have the capacity, as I work with most of my clients on an ongoing retainer basis.