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Working Session

Your Time, Your Questions.


This is a real working financial-planning session. For 120 minutes, you control the agenda. Bring in your pressing financial concerns, and leave with workable solutions. The goal of this meeting is to provide you with as much information as possible during your two hours.  


Here are some sample topics that we could discuss:

  • Budgeting

  • College Planning

  • Debt Management (College Loans, Credit Cards, etc.)

  • Mutual Fund Basics

  • Managing your 401(k) or 403(b)

  • Investment Asset Allocation Review

  • Life Insurance Review

  • Review Of Your Early Retirement Offer

  • Annuities

  • Advantages & Disadvantages of Trusts

  • Whatever You Want To Discuss


When you make your appointment, let us know what our meeting will be about. We’ll let you know if you need to bring anything, so that we will be ready to get to work as soon as you arrive.

Meet With Us Virtually

Do you have a camera and microphone on your computer? If you do, we can meet virtually via GoToMeeting, regardless of where you live.



$500.00 for two hours.

Not exactly what you were looking for?


Are you looking for more full-service assistance? Look into our Financial Planning services.

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