Personal Financial Planning Program

Online or in-person, by videoconference or phone, personalized financial planning is where you get the best value. This program enables the Planner to take the time needed to review the Client’s complete financial picture so that the Planner’s suggestions and guidance can make the most of the Client’s resources and opportunities. Clients will also learn the knowledge and skills to make confident daily financial decisions that come their way. The Planner and Client will meet the first time for a 2-hour consultation, resulting in a clear financial plan for the Client which will be available through engaging software where the Client can track their progress and accounts. The Planner and the Client will then agree to a regular schedule of ongoing support (either weekly, monthly or quarterly) to ensure the Client maintains their progress. Once the initial financial plan is complete, the Client is always welcome to send questions to the Planner at no additional cost.

2 hours

Financial Counseling

Online or in-person, by phone or email, financial counseling is meant to address a focused, urgent financial question. Counseling will be focused on one specific topic versus a more comprehensive financial review. Special discounted student rates apply. 

1 hour

Seminars

Online or in-person, seminars are available for groups of six or more. Seminars are helpful in exploring basic financial concepts or explaining individual programs in benefits plans. Participants will come away with a clear understanding of the concept and how to think through its role in their personal finances.

1 hour

Workshops

Online or in-person, workshops enable participants to build their own financial plans under the careful guidance of a CERTIFIED FINANCIAL PLANNER. Each participant will come away with a personalized plan on how to reach their individual financial goals.
1.5 hours