Life is full of change in your 20’s and 30’s with new beginnings, new career opportunities, and perhaps a new relationship or growing family. You have a lot going on!
It's time for LAUNCHPAD.
A financial planner can be with you through each of these milestones as your coach, your confidant, and your own personal financial coach helping you make smart decisions along the way. Allow Charlie to partner with you so that you can make the best of the opportunities and life changes as they happen.
In this capacity, Charlie will provide you an initial plan and recommendations, ongoing accountability, and on-call advice whenever you need it. In addition, he will proactively set up quarterly touch-point meetings with you, including annual financial plan renewals.
Typical topics covered:
Near-term and long-term goal setting
Cash flow planning
Home purchase vs. renting
Workplace benefit selection
Retirement saving and investment selection
Core insurance planning
Your better future awaits – let’s get after it!
$950-$2,750 for initial plan Development and $125-$300 per month, depending on complexity
Here's what to expect:
The purpose of this "Get Acquainted" meeting is to (1) discuss your current questions, challenges and goals, and (2) for Charlie to share with you how he can help and next steps.
Should you decide to move forward, you and Charlie will then set your "Goal Discovery" meeting.
Develop Your Financial Plan PLUS Ongoing Support
Charlie will review your current situation, goals and resources and provide recommendations to strengthen your current position.
You will review those action steps, discuss how you'll stay on top of progress together, and schedule your next update.
You have ongoing access to Charlie as important questions or decision points pop up, along with the quarterly touch-point meetings and annual financial plan renewals. All included!