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Live planning sessions are best suited for
- Budget-conscious clients who have simple planning questions
- People who want help clarifying and prioritizing their financial goals
In a live planning session, we'll take one or two of your most pressing financial planning questions. Some common questions that we address in these sessions include:
- How much should I be saving for retirement?
- Which investment options should I select in my 401(k)?
- Is a Roth or Traditional plan the best for me?
- Which debts should I pay off first?
- Do I need life insurance, and if so, how much?
- Should I buy or lease a car, and how much can I afford?
- Should I rent or buy a home, and how much can I afford?
- I've got a job offer in San Fransisco. How much should my salary be to maintain the same lifestyle?
After getting some background info from you from our confidential questionnaire, we'll confirm that you are a good fit for a Live Planning Session. Before we meet, we'll ask for your relevant financial documents and complete our pre-work to ensure a productive session. During our working session, we'll discuss your concerns, confirm and prioritize your goals, and craft a plan together. You'll receive access to a recording of our discussion and a list of recommendations.
and when it comes to service fees we are up-front and clear about what your project will cost.
Quick Reference
- Live Planning Session $990 - $2,100
- Deep Dive $3,960 - $12,600
- Periodic Reviews $1,320 - $4,200
- Student Loan Planning $600 - $900