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We often get the impression people don’t ask for help about their financial situation because they only have one or two pressing concerns and may feel they would not be a “fit” for a comprehensive engagement. However, we want to make sure every question you have is answered, especially those nagging ones that keep you up at night. That’s why we also offer a one-time Financial Fitness Review.

This consists of a “snapshot” of your current financial situation and answers up to three of your most pressing financial questions. Perhaps you can relate to some of these questions:

  • I just received an inheritance. How should I invest it? How much of it can I spend?
  • Am I on track to retire at 65?
  • What’s the best way to pay for my child or grandchild’s education?
  • Can you help me make the best 401(k) selections?
  • What should I invest in?
  • Do I have adequate life insurance?
  • Is the life insurance policy I’ve got a rip off?
  • Is retiring early an option for me?
  • I’m becoming a partner in my law firm. Can you help me figure out estimated taxes?
  • I want to change careers. What do I need to do to handle it financially?

For a single fee, we review your questions and concerns (along with the supporting documentation) for up to two hours during a face-to-face meeting. We also allow some time for future follow up questions directly related to the review, if needed. 

If, after the Financial Fitness Review, you wish to upgrade to a full and Integrated Financial Planning engagement you may receive credit toward the Open Retainer fees for all amounts paid  within the last 90 days.

If you've had a few pressing concerns that you just want to have addressed, contact us for a Financial Fitness Review.