Focused 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 Focused Planning session, we'll tackle one or two of your most pressing financial planning questions AND help you identify and develop your financial planning priorities.  Some sample questions that we can 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?

Some questions that are more appropriate for our Comprehensive Planning service (and NOT Focused Planning) include:

• What should I do with my company stock options?
• How should I draw down my assets in retirement?
• What's the best way to incorporate inherited assets into my plan?

After you schedule your session, we will get the ball rolling by sending a client service agreement, an invoice for 50% of the project fee (balance billed after the meeting), a link to our confidential questionnaire, and a list of documents for you to upload to a secure vault in advance to ensure a productive session.  

During our working session, you will meet with either Zach Hidden or Emma Crawford (both are CERTIFIED FINANCIAL PLANNER™ professionals). Together, we'll discuss your concerns, confirm and prioritize your goals, and craft a plan.

Here is what you will receive after the session:

• A written summary of our recommendations 
• A list of your financial planning priorities
• Your personalized to-do list 
• Access to a recording of our session 
• Ongoing access to your personal financial planning website (no additional cost)
• 30 days of email support for any questions related to the topics covered during the planning session