Smart Start Financial Planning Services

Smart Start Financial Planning Package: Start Right the First Time!

The Smart Start Package is designed for younger clients who have yet to amass financial assets but who can greatly benefit from guidance. The Smart Start Package will review your cash flow to help you maximize your income for saving and paying down debt. We will help you understand often confusing employee benefit options at work and align them with your financial goals.

What it includes:

• Cash Flow Analysis
• Work Benefits Review
• Asset Allocation & Investments
• Single Goal Planning
• Income Taxes
• Estate Planning Discussion
• 2 Meetings - in person or virtual.

Cost: $2,000