Bar_DividerDesigned to help those seeking to gain quick clarity on 2 to 3 pressing financial topics.

Ideal for:
  • A Do-It-Yourselfer seeking an expert 1st or 2nd opinion from a CFP
  • Anyone not quite ready for on-going goal-based financial planning
  • Anyone with one or a couple areas of financial concerns
What’s Included?
  • A 90-min collaborative session in-person (NYC office) or virtually (via video conference)
  • Working session will be augmented by behind-the-scenes time to be spent preparing, analyzing, and developing recommendations for the client to implement

Click here for more details and pricing for this package.
**The Quick Start Program does not include asset allocation, investment risk profiling or investment planning. Please see the Comprehensive Planning Program if you desire those services at this time. **