Services
Jump Start
$350 1 x Session
Includes:
1 x 90 minute financial planning session
Meeting summary and action steps
Concentration on up to 3 areas of need or interest
Direction to future services, if needed
Attention to any identified shortcomings or gaps
Jumpstart Goals
I have found that many pressing questions can often be answered in short order.
The financial services industry is a complicated world. My objective is to be as useful as I can be in our time allotted. I am there to educate, provide a qualifed second opinion, overcome financial hurdles and to ultimately assist you in being the best financial consumer you can be.
I address the large gap in the financial services industry. Not everyone wants, needs or can afford, a full financial plan. I offer unbiased, affordable, solutions-based advice without having to purchase a product or more services than desired. I am here for the people who would like the burger without the fries and drink.
Returning Clients
For those clients who are returning, who have already engaged my services in the past, you do not need to register for a Jumpstart. Either send me an email through my contact page or if you would like to arrange a meeting, then proceed to the Book-a-Call page.
Depending on what you require my services for, I will quote you for the estimated time it will take me to complete the job at hand. My quote is based on a hourly rate, for a meeting (if required), as well as for work that is completed on my own (meeting preparation, research, analysis, recommendations and post work summary). All estimates are based on a best efforts basis.
If you would like some ideas of how I can assist you then visit my “Discussion Ideas” page