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