“Get on Track”
Quick Plan
Feel on top of your financial life and know what you need to do next — in 30 days or less
What is the “Get on Track” Plan?
A 3-meeting engagement and complete review of your financial life to quickly diagnose where you stand and what you need to do next.
Who is it for?
You know you want help, but aren’t sure you want a long-term commitment
You have most of it covered, but want a second set of eyes to check your blindspots
You have no clue what’s going on with your money and need a good thorough review
What do you get?
You’ll understand your financial life and know what to do next
A lot of education
Someone who knows you and you can call if you need help in the future
Confidence that you had your financial life reviewed by a CFP Professional who had no products to sell or requirements to move investments
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Read about the 12 Questions
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We will provide a detailed list of action items grouped into the following 5 categories:
Accounts to be opened/closed
Changes to Cash Flow
Changes to Insurance
Changes to Investment Allocation
Procedural or Document Changes
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Partnership with Wealth.com
Draft the following documents:
Will
Revocable Trust
Financial Power of Attorney
Advanced Health Directives
Guardianship Nominations
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We’ll review existing insurance coverages and recommend appropriate changes to be made.
WE DO NOT SELL INSURANCE and receive no additional compensation from our recommendations.
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Review ALL investment accounts provide specific recommendations.
YOU DO NOT have to move your money to us.
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Review your tax return and analyze opportunities for savings
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We’ll calculate how much you should have in your emergency fund and what accounts you should hold those funds in.
This may seem simple, but this is where we see some of the biggest waste!
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We’ll determine:
How much you should be saving to reach each financial goal
What accounts you should save into
In what priority you should be saving
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We’ll map out your retirement income and show:
How much you can expect to spend in retirement
Where your income will come from
How your income will change if one spouses passes
The best time to start Social Security
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We’ll determine the most efficient way to pay off any debts you may have
Timeline
4 steps | 3 meetings | 5 hours of your time | Done in 30 days or less
1
Upload Information
(30-60 minutes)
Complete onboarding form and upload relevant documents
This is the least fun part!
2
Meeting #1: Get Organized
(90 minutes)
Review your financial life to ensure complete understanding
Link to checklist coming soon
3
Meeting #2: Big Picture
(90 minutes)
Figure out what you want your money to do for you in life
This is the fun part!
4
Meeting #3: Plan Delivery
(60-90 minutes)
Explain everything and walk through list of action items
This is where the magic happens!
5
After Plan Delivery
Make an informed decision whether to:
Do it yourself
Get a little more help (Hourly)
Team up (Ongoing Planning)
Pricing
Standard: $3,600*
Accelerate: $1,800**
*Fee may be higher for clients with more complex situations
**We offer a discount for households with a net worth under $500k to accelerate their financial life
Terms:
1st payment: 50% collected up front
2nd Payment: 50% collected at plan completion once you are completely satisfied.*
*If you choose to engage in Ongoing Planning, the 2nd payment is credited back to you over the first 12 months.
Options after engagement:
Engage in Ongoing Planning: The second 1/2 of the fee is credited over the first 12 months of Ongoing Planning
Further Help Implementing: If you would like additional assistance implementing any of the action items, we offer additional sessions for $500/meeting
Hear what others have to say
If this sounds like what you are looking for, then let’s schedule a call.
This 15 minute call phone will give us both a chance to make sure your situation matches our expertise.