FwP Foundations Consulting Package

Service Description

If you are just getting started on your financial journey, or needing to improve your current situation, then this package is for you. The topics we will cover include: - Current Budget and Cash Flow - Debt Reduction Strategies - Risk Managment and Insurance Analysis - Employer-benefit maximization - Estate Planning After building your custom plan, we will meet monthly over the course of four (4) months, to ensure the plan we have built is working. The cost of this package is $600. Upon agreeing to work together, $300 will be due. This covers the set-up fee and the first month's payment. The remaining $300 will be paid over the remaining 3 months. ($100/month) ** WE WILL NOT DISCUSS INVESTMENTS.** As part of our engagement, I will accompany you to a meeting with your financial advisor, or help you find a licensed professional, but I WILL NOT DISCUSS INVESTMENTS. Please keep in mind you may incur additional costs when meeting with an advisor. If you are interested in working with FwP one-on-one, please book a FREE intro call with us first.