The "Financial Tune-up" is a half hour session with a Certified Financial Planner for a basic financial plan for a flat fee of $250.00. During this "Tune-up" session you will benefit by:
- Personalized financial planning advice
- Answers to financial questions that concern you most
- Direction regarding saving/investment choices.
The Financial Tune-up is for people who:
- Need impartial advice from someone who has no agenda
- Who may not normally qualify to retain a Certified Financial Planner
- Someone not interested in a long-term commitment but wants to make sure they are on-track.
Why a "Financial Tune-up"?
- Organize your financial life
- Manage and pay down debt
- Retirement plan check
- Review insurance coverage
- Portfolio Review
For more information about a Financial Tune-up, please contact me
