If you are a human and are seeing this field, please leave it blank. Fields marked with a * are required. Your First Name * Your Last Name * Your Email * Give a brief description of the questions you'd like to address. Common TopicsCompany benefitsBudgetingStudent loansRetirement SavingsInsurance401(k) / IRA Investment OptionsInheritance QuestionsAging Parents QuestionsSchedule an initial 15 minute meeting to review the topics you'd like to discuss.First Steps Program What’s included:A brief preliminary call or virtual meeting to confirm our upcoming discussion and solidify the topics you’d like to discuss.Review of necessary documents needed to address your topics of choice. (Information will be requested during initial call, so you'll have time to gather everything.)A 60-90 minute call or virtual meeting (or local home meeting) to discuss and review one or two financial questions.A detailed follow-up email with specific recommendations on the topics we discuss during our meeting. What’s not included:A comprehensive financial plan. Topics outside of those selected which may influence the effectiveness of the recommendations will not be addressed.Implementation follow-up. You are responsible for implementing any of the recommendations we discuss.On-going planning. On-going planning or investment services after the conclusion of the “First Steps” program won't be provided.If you have more questions or decide you'd like on-going planning, we'll credit your First Steps fee toward costs incurred moving forward. First Steps Program Fee: $500.00 * You won't be billed until after our first discussion. You can pay by credit/debit card or Paypal account.