FwP Preparation Consulting Package

Service Description

If you are within five (5) years of retiring, then this 4-month engagement is for you. We will dive deep into your current financial situation, as well as projecting what you can expect in retirement. The topics we will cover include: - Current Budget and Cash Flow - Projected Retirement Budget and Cash Flow - Debt Reduction Strategies - Risk Managment and Insurance Analysis - Social Security Optimization - Tax-efficient Withdraw Strategies - Estate Planning After building your custom plan, we will meet monthly over the course of the next four (4) months, to ensure the plan we have built is working. The cost of this package is $800. Upon agreeing to work together, $500 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 YOUR 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.