Customized action plan to approach higher education costs, including maximizing opportunities for financial aid from higher education institutions, reducing out-of-pocket costs for higher education expenses, limiting parental and student debt, and focusing on saving on higher education costs. The plan includes a written report and live discussion with a current status overview and recommendations for client implementation. Pricing is $750 to $1,250 per plan, based on a $250 per hour rate and an estimated 3 to 5 hours per plan.

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Services

6 services · 4 categorys

Career Advisement & Coaching

College Costs Planning

$750.00

Financial Planning

On-the-Go

Portfolio Design & Management

Spending Goals & Prioritization

About

Hours and details

Independent, fee-only financial advisor and investment manager which partners to serve as the Finance Chair of your Personal Board of Directors, empowering clients by understanding the need to Listen, Engage, Encourage, and Enable℠. Named a 2021 Rising Star by Financial Planning Magazine.

Business and professional services
Wheelchair accessible car park
Wheelchair accessible entrance
Wheelchair accessible toilet
Toilet
Appointments recommended