Quick-Start Planning Project

If you aren’t ready for a full financial planning session, we also do smaller quick-start projects to help you with a few major questions you have right now.  Topics include…

Employee Benefits Optimization

  • What are stock options and how do these affect my taxes?
  • What are RSUs and how do these affect my personal finances?
  • How much should I put into a FSA?
  • What option is best for me in my health benefits plan?
  • What does my company benefits plan information even mean?
  • Do I need anything outside of what my company offers?

401(k) Strategy

  • How do I sign up for my 401(k)?
  • What investments should I choose?
  • I have an old 401(k) and need to decide what to do with it.
  • I work at a start-up with no retirement plan – how do I start a Roth IRA or IRA?

Transitioning from Employee to Entrepreneur

  • Should I roll over my old 401(k) from work?
  • What should I do about health insurance?
  • How much life insurance or disability insurance do I really need?
  • Am I ready to no longer have a steady income?
  • What steps can I take to improve my credit score in anticipation of future business needs?

Spending Plans and Debt Reduction

  • How do I start a budget?
  • Can you help me find extra ways to save and lower my expenses?
  • What tools can I use to automate savings and budgeting?

Planning for Baby

  • How much do I need to save in anticipation of our baby’s due date?
  • What should I do now about college savings for my kid(s)?
  • What are the main things I need to be thinking about to reduce our risks and keep my children safe?

Our quick-start projects are based on a scope we determine together – you receive an estimate for the number of hours expected for the project and the hourly fee applicable.  Our hourly fees range from $150/hr to $300/hr, depending on the complexity of the project.

Schedule a discovery meeting with us to learn more!