$3,600.00 USD

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VIP Financial Planning for Families (1 Payment of $3600)

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 financial plan recommendations