Initial Consultation: $50

How it works: When you meet with us, we will review your income, expenses, assets, liabilities and insurance and design a plan to help you develop and achieve your financial goals. The following bundled service packages are offered with a one-time fee as listed. As your financial picture evolves, we can provide quarterly, semi-annual or annual updates at a discounted rate.

• Quicken software installation with a 30-minute preview - Once you have purchased this personal money management tool, we will install it on your computer for you and walk you though the basics of setting up and using this software on your own.
• Cash Flow Analysis - We will analyze your current cash flow to identify potential areas where you can minimize spending and save more.
• Budget Development/Analysis - Based on your personal financial goals, we will either review and modify your current budget (if needed) or help you create a new one.
• Debt Analysis - Using a debt management tool, we will analyze your debt to find an optimal plan for paying it off.
• Personal Balance Sheet Construction - We will analyze your income and expenses in conjunction with your assets, liabilities and insurance to allow you to forecast your net worth.

• Basic Package Services
  
• Benefits Review - Understanding and utilizing your employer’s benefits package can be confusing. We will review your benefits manual, explain all of the options your employer provides and help you choose the benefits that are best suited for you.
• Document Organization System - We will teach you about which statements and documents are important keep and for how long and will help you organize them in a logical, space-saving manner.
  

• Basic Plus Package Services
  
• Full Set-Up of Quicken Software and Training - We will set up your software with all of your information and provide you with a more in-depth training based on your personal needs.
• Credit Education - We will help you pull your annual free credit report and educate you on how to read it. We will also advise you on ways you can potentially improve your credit score utilizing DisputeValet.