Early 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 made it easier and less intimidating to start working with a financial planner with three options to familiarize you with the financial planning process:
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
- Contact Us
Total: $399
Assessment & Planning (Single)
Our assessment and planning program will identify how much to save annually and how much income or total assets are required 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
- Contact Us
Total: $549
Assessment & Planning (Couple)
Our assessment and planning program is discounted for couples, which includes:
- Retirement Planning
- Loan Analysis
- Individually-Tailored Investment Policy Statement
- Contact Us
