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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

We'll take one or two of your most pressing financial planning questions in a two-hour live planning session. 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 Francisco - how much should my salary be to keep my 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 you for your relevant financial documents and we'll 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.  After the session we'll send you a summary of the discussion and our recommendations.