 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
|
||||
Checking In
Have you been managing your finances for years without outside help? You may have some nagging concern that you’re not “covering all the bases.” Why not get a second opinion about your financial picture? Given the frequency of legislative changes, there may even be opportunities that you haven’t considered. We can help put your mind at ease, so you can focus on other things.
Sometimes you just need a second pair of eyes!
Services (generally some combination, not all, of the below):
- General risk management review & recommendations
- College cost projections & savings recommendations
- Review & analysis of existing investment accounts
- Risk tolerance assessment(s)
- Asset allocation / investment recommendations
- Estate planning recommendations
Approximate Planner Hours/Fee: 12 / $1,800