Mini Financial Plan
The Mini Financial Plan service involves a one-time mini-financial planning session to share practical tips on two to three specific services available under this service. Please request an updated list of available services available for mini financial planning session. This will typically include a 60-minute meeting, one to two hours of analysis prior to the meeting, and a bullet point summary of recommendations that will be emailed to the Client.
Pricing: Fixed fee can range between $400 and $1,300
Pricing: Fixed fee can range between $400 and $1,300