dallas-financial-planner-coaching-session

     Strategy Session

This service is designed to answer 1 or 2 of your most pressing financial concerns. Examples include: selecting investments in your 401k, guidance on rolling over funds into an IRA/Roth IRA and investment selection, or review of existing budget.

 

includes

  • 15-min call (or detailed email) to review situation

  • 30-min call to discuss recommendations

  • follow-up recommendations e-mail

$250

one-time FEE

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Financial Planning

This service is a full review of your financial situation and all its moving parts. We will develop a financial "roadmap" for you, focusing on areas such as budgeting, savings, debt reduction, investment selection, retirement, company benefits, and more.

 

includes

  • 30-min call to review situation

  • 60-min call to discuss recommendations

  • a goals-based financial plan

  • step-by-step action items list

$750-$1,250

One-time fee

(based on complexity)

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optional:

+$105/month retainer

(includes regular check-ins and available access for ongoing financial questions)