$400.00 USD
6 monthly payments
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VIP Financial Planning for Individuals (6 Payments of $400)
VIP Financial Planning is perfect for those who want to plan for their short-term goals, build a solid retirement plan, and everything in between!
Here's what you'll get:
One 90-minute consultation to determine your goals, objectives, and current financial state
A discussion on what you want retirement to look like, an analysis of how much it will cost, and the action steps necessary to get there
A discussion of short- and medium-term goals and how to plan for them while also saving for retirement
An optimization of your future Social Security filing strategy
A recommended investment allocation to make sure your long-term money is in the right place
An analysis of your current spending habits and financial strategy
An easy-to-implement budget that doesn’t involve ongoing tracking, as well as recommended systems for implementing and sticking to it
Assistance with establishing and automating savings and retirement goals
An optimized schedule for paying down debt
An in-depth analysis of any student debt, including various repayment scenarios, loan forgiveness programs, and refinancing options
A deep dive on your credit report to highlight areas for improvement
An analysis of current life insurance and estate planning coverage
Recommendations for maximizing current employer benefits
A comprehensive summary doc of the Comprehensive Financial Plan
A one-page Financial Action Plan checklist
One 90-minute follow up meeting to discuss your budget and short-term goals
One 90-minute follow up meeting to discuss your retirement plan and long-term goals
30 days of phone and email support as you're implementing your plan recommendations