QUICK START PROGRAM
Designed to help those seeking to gain quick clarity on 2 to 3 pressing financial topics.
- 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
- 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. **
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