Starter Package Pricing

Starter Packages:

Pre-career package: $105

This package is great for college students or even high school students. This is a great way to get your financial life started out on the right path. In this package you can get:

An initial consultation, which includes a personalized budget, income and expense analysis and goal map.

And 1 Check In Session:

In your check in session we will make sure that any questions you have will be answered. We will also ensure that any changes or alterations you have made fit nicely in your lifestyle to make sure they become habits for life. We will also discuss your plan for the next 3 years so we can discuss larger goals like saving for college, traveling abroad, or saving for a particular goal.

If this package is purchased, Check In Sessions beyond the one in the package will be at the discounted rate of $65. Normally an $80 value.

Early career package: $185

This package is best suited for those just starting a new career. What better time to get financial advice when you have so many possibilities ahead of you? In this package you can expect:

An initial consultation, which includes a personalized budget, income and expense analysis and goal map.

And 2 Check In Sessions:

In the first we’ll check on your progress and experience with what we learned in our initial session and make any necessary alterations. We’ll also discuss any concerns or questions that have come up. This is the ideal meeting for addressing debt issues like student loans and credit card debt.

In the second we will again discuss your progress and experience, answer any questions and address any concerns, then we will discuss what to do once you have paid off your debt and how to start building savings for retirement and any larger goals you may have in the future.

Other common questions addressed in this package could include: grad school, post-grad school, saving for a wedding/major vacation/year abroad, navigating unemployment (sad but true), cross-country moves.

If this package is purchased, Check In Sessions beyond the two in the package will be at the discounted rate of $65. Normally an $80 value.

Mid-career packagee: $265

This package is best for those midway through their careers. You may have changed jobs a few times; you may have started a family with children or are well established in a relationship. You may have more permanent assets like a house, or a car. In this package you will receive:

Initial consultation– includes a personalized budget, income and expense analysis and goal map

And 3 Check In Sessions:

In the first we’ll discuss concerns or questions that may have arisen after the initial consultation and make any necessary alterations. We’ll check to make sure that you’re on track to reach your retirement goals and establish a plan to ensure you retire comfortably.

In the second we’ll again look at any questions or concerns that may have arisen, but we’ll focus mostly on paying off debt and ensure that your plans for retirement and paying off debt work in tandem with each other.

In the third session we’ll discuss your insurance and make sure you are insured appropriately.

Other common questions addressed in this package include: stay at home moms, child care, saving for college, life insurance, living wills and trusts, medical insurance.

If this package is purchased, Check In Sessions beyond the three in the package will be at the discounted rate of $65. Normally an $80 value.

Late career package: $345

This package is designed for those who are closer to retirement and looking to move away from a full time job. You may have grandchildren you’d like to provide for or older children who are more established. In this package you will receive:

Initial consultation– includes a personalized budget, income and expense analysis and goal map

And 4 Check In Sessions:

In the first session we will discuss concerns or questions that may have arisen after the initial consultation and then make any necessary adjustments. We will also make sure you are on track for retirement and discuss any alterations that need to be made. This session will also include an in depth analysis of your investments to ensure that they are properly allocated.

In the second session we’ll look more specifically at social security and Medicare and look at medical insurance and long term care. This will also be a session where in we look at your succession documents including making sure you have a will or other type document establish.

In the third session, we will look at how to plan for the most effective dispersal of your estate to avoid tax problems.

In the final session we will discuss more in depth how you’d like to spend your retirement and make sure you are set up appropriately to do so.

If this package is purchased, Check In Sessions beyond the four in the package will be at the discounted rate of $65. Normally an $80 value.

Small Business package: $300

This package is best for individuals who are starting or currently run small businesses. Independent contractors would also benefit from a small business package since it would look exclusively at how you as a brand and business are managed financially, which is separate from how you manage your finances personally. In this package you will receive:

Initial Consultation– includes a review of income and expenses and a goal map.

And 3 Check In Sessions:

In the first check in session we will review any questions or concerns that may have arisen after the initial session and make any adjustments. In this session we will review your debt and make sure you are on track to pay it off effectively. Similarly we will look at sources of debt and discuss strategies to reduce or eliminate it.

In the second session we will look more closely at your tax structure and make sure you are utilizing your deductions appropriately.

In the third session we will look at your insurance and make sure you are properly insured. This will include looking at insurance benefits for you and your employees as well as insurance for your business to protect against liability lawsuits.

If this package is purchased, Check In Sessions beyond the three in the package will be at the discounted rate of $65. Normally an $80 value.

Newlywed Package: $265

This package caters specifically to those who have just entered into marriage, though it can be tailored to couples that are looking to figure out how to combine their finances or work out budgeting and saving. This package includes:

Initial consultation– includes a personalized budget, income and expense analysis and goal map

And 3 Check In Sessions:

In the first session we’ll review any questions or concerns that may have arisen after the initial session and make the necessary adjustments. We’ll also look at each individual’s debt and the couple’s combined debt and how to ensure that it is being managed properly and talk about how to navigate any financial difficulties that come up including illness and unemployment.

In the second session we’ll look at your insurance and liability needs. This way we can ensure that both spouses are protected in the event of an emergency. This discussion will include reviewing car, home, medical and life insurance along with insurance that is profession specific (i.e. disability for those with more physical jobs).

In the third session we’ll look we will talk about your five year plan and how to finance it. This is a great discussion for if you’d like to start budgeting for a house or children.

If this package is purchased, Check In Sessions beyond the three in the package will be at the discounted rate of $65. Normally an $80 value.

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