For individuals who are getting familiar with personal finances and the action steps that they should be taking to work toward a secure financial future.
Everything listed in the chart below under the Pointed Growth column.
For individuals who are advancing in financial complexity: kids, increasing incomes, aging parents, highest income earning years, approaching retirement.
Everything listed in the chart below under the Pointed Acceleration column.
For individuals that are facing retirement in the immediate future and are getting ready for decisions around pensions, social security, and account withdrawal elections.
+ One-time $1,000 planning fee
Everything listed in the chart below under the Pointed Decision column.
Employee Benefits Package Review
Insurance needs analysis
debt reduction strategy
emergency fund plan
budget and cash flow creation
401(k) Investment Selection
mortgage refinance opportunities
major purchase consultation
retirement plan development
collage saving strategy
(in coordination with your accountant)
(in coordination with your attorney)
Retirement income outline
pension maximization strategy
required minimum distribution strategy
social security analysis
charitable giving plan
*Immediate, one-time analysis of your current financial picture to lay the foundation for on-going advice and implementation of financial planning strategies discussed. Plan cost is reduced by 30% for Pointed Decision clients.