Extra time to manage your money... not so likely.
We work more than 1000 hours a year to earn our income, 500-600 hours to spend it, why not invest 4-6 hours a year on how keep and to grow it!
Is it time to update your financial game plan? It is if you have any of these questions
- Do I have too much or not enough insurance coverage?
- Is my debt freedom date seem out of reach?
- Why can't I save enough?
- If I downsize my home will I have enough for retirement?
Second Opinion
Not sure if what you are are currently doing is working ... let's find out.
I can review your current insurance coverage, investment program, income needs for retirement. Based where you are and what are doing see if it is going to take you were you have planned financially.
Only if you feel we improve your financial situation we can do a Total Needs Review or a Focused Review.
Length of meeting: 25-30 minutes
Location: My Office or phone or on-line (Contact Me Here)
Total Needs Review
If you have not updated your financial game plan in the last two years this the place to start. Establish your current needs for life insurance, find out your debt freedom date and how much you need for retirement.
This is customized to your needs, printed for review later and update annually.
Length of meeting: 45-90 minutes
Location: My Office (Contact Me Here)
Focused Review
Maybe you don't need a completer review but you may want to discuss some specific areas of concern.
A Quick Review is perfect for reviewing your portfolio holdings, finding out the impact of renewing your mortgage, or the effect of downsizing your home would be on your financial game plan.
Length of meeting: 25-45 minutes
Location: My Office, Your Home, phone or on-line (Contact Me Here)
What Time Works for You? Check my calender ...
I am sure you are busy like I am. Check my calender (link below) for a good time to meet then call my office or email me with a time that works for you.
The best times for me are usually 10 am - 6 pm Monday - Thursday. (I try to keep my calender updated daily ... so please make sure you get a confirmation of your meeting time requested.)
To book your meeting time first Check my Calendar for a good time then schedule a time using the Appointron Widget below. ( It will open in a new window).
I look forward to meeting with you then!
I look forward to meeting with you then!
** People ask me all the time why I provide these reviews at no charge. My feeling is in order for my clients to succeed they need to know that what they are doing is working and a full review allows you to judge your results.
Keep in mind the purpose of a review is not be sold more insurance, or investments. It is to bench mark your progress towards your goals.
Goals + Written Plan + Regular Review = Financial Success
