If you’ve never worked with a CERTIFIED FINANCIAL PLANNER™ professional and aren’t sure if it can help you, a project based engagement is a great way to see how financial planning can help with little risk or commitment.
This service typically covers 1-2 specific topics of your choice, such as:
Stock based compensation planning
Late stage college funding
Social security or pension withdrawal strategy
Student loan repayment
Once you experience how financial planning and our approach to wealth management can help you, you may switch to our ongoing service at any time.