With the Bottom Line financial planning package, we jointly address your key questions and concerns in a time- and cost-efficient manner. Bottom Line includes a two-hour collaborative working session augmented by additional behind-the-scenes preparation, analysis, and documentation, culminating in the delivery of a limited-scope financial action plan.

We focus on your most important financial issues, such as:

  • Budgeting,
  • Debt Repayment and Refinancing
  • Savings Plans
  • Financial Goal Setting
  • Retirement Resource Evaluation
  • Insurance Needs and Needs Analysis
  • Portfolio Diversification and Investment Selection
  • Tax Planning and Tax Efficient Investment Strategies
  • Retirement Plan Decisions
  • Inheritance Proceeds Decisions.

Given its limited scope, A Bottom Line package enables access to competent, objective financial advice for a significantly lower fee than a comprehensive financial plan.

Price: $600-$1000