Project-Focused Planning Services 2018-02-10T07:42:51+00:00

Project-Focused Planning Services

Sometimes you may have only one or two things that you consider to be more-pressing concerns that would ease your mind if handled first, or perhaps you have a good grip on the majority of your financial life and only want some professional guidance on a specific topic.

Our Project-Focused Planning Sessions are great in that you get some 1-on-1 time with an expert to get as much answered as you can about the topic(s) you wish to discuss. After your session, you will receive a report summarizing what was discussed along with a list of action steps to help you on your way to success.

Some Examples of Specific Topics or Projects:

  • Student Loan Analysis & Advising
  • College Funding Strategies
  • Financial Planning for Pre/Post Divorce
  • Employee Benefit Analysis & Selection
  • Small Business Retirement Plan Selection

These are only a few examples of the many possibilities that we can help you with. Feel free to get creative, these projects are always able to be customized to your specific financial goals and questions.