Clients often ask if we can hold a one-time meeting for their young adult children/relatives to go over the basics of personal finance. The answer is YES! We have a service designed as a one-time, two-hour engagement called the Financial Review.
Frequently Asked Questions:
What do you get during a Financial Review?
A snapshot of your current financial picture
A summary of any future projections we review
A checklist of action items and next steps tailored to you
Is this service appropriate for my child/relative?
It’s great for younger professionals or recent college grads who are starting out on their financial journey, or do-it-yourself types who just want confirmation they are moving in the right direction.
What topics will the meeting address?
We will discuss the foundations of financial health, general investment strategy, plus retirement savings goals. Other topics, such as taxes, estate planning, and insurance are beyond the scope of this service.
What does this service cost?
The fee for this service is $1,350, paid in advance of the meeting. We often see this service given as a gift to provide a unique head start in one’s financial life.
To learn more, please see the following overview.