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Financial Insight Consultation

Done in One Day

I’m offering an intense, responsive, relevant, actionable, and done-in-one-day service where I provide the following:

  • A review of your financial position, goals, and overall plan.
  • An interactive discussion and exploration.
  • A follow-up report with a full plan write up and actionable takeaways.

This service is $1,395.

Streamlined Results

The way this is possible is having the data well organized. This is well below the ten to forty hours for comprehensive financial plans I’m delivering, so while it doesn’t cover absolutely everything the Comprehensive Planning services provide, this service is a lot more accessible.

Service Components

First Hour

Review, assess, model, and plan. This rapid evaluation is enabled by structured, uniform data.

Second and Third Hour

Interactive phone call to get clarification, explore what-if scenarios, or go over details.

Fourth Hour

Craft a written report with a plan of action.