Financial Huddle

12 Week Financial Huddle $300 upfront, $150/month billed week 4, 8, 12 ($750 total)

• Two 60-minute virtual meetings over 12 weeks

  • First Meeting (week 2-4): Data Gathering & Organization

  • Second Meeting (week 6-8): Action Plan & Recommendations

• Suitable for an individual or a couple in their 20s to early 30s

• One page financial assessment & task list

• Focus on 2-3 main planning areas including but not limited to cash flow, employee benefits, student loans, 529 funding, real estate purchase, etc. 

• Access to our financial planning tool for 12 months

Total Cost: $750

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Ongoing Financial Planning Service