Quick Start Blueprint program

 
 
 

for those who want want professional support right now, through a one-time consultation with a financial planner

What if you’re not quite ready for comprehensive planning, but feel like you still have a couple of urgent financial questions that you want a professional to look at and provide you with independent advice? Our Quick Start Blueprint Program might be a good fit for you. Over the course of two meetings, we will address 2-3 of your most pressing questions.

At our second meeting, we will provide you with a list of actionable recommendations and solutions to the issues discussed. Should you later decide to become a Comprehensive Planning client, the Quick Start Program fee will be waived.

Sample Engagements Include:

  • Am I optimizing my benefits at work?

  • Do I have adequate insurance coverage?

  • What investments should I choose in my 401(k)?

  • What’s the difference between a traditional IRA and a Roth IRA? Which one (if either) is right for me?

  • How much should I be saving for my children’s college education? How should I be saving?

  • I hate paying taxes! Is there anything I can do to invest more tax efficiently?

  • What is the most efficient way for me to get out of debt?

  • Am I invested in the appropriate investment vehicles? Am I taking too much risk? Not enough?

  • Am I on track for retirement?

  • When should I (or a family member) start taking Social Security benefits?

  • How do I optimize my stock options through work?

  • Should I prioritize paying down debt or investing?

  • Should I rent or buy a home?

What to expect:

 

1: SCHEDULE A Free VISIT

We'll walk the shop and discuss your financial situation, dreams and goals. We’ll then decide if it makes sense to continue our conversation at a second meeting. If so, we will begin crafting your customized Quick Start Blueprint.

  • 30-60 minute meeting, virtual or in-person if local.

  • Identification of client’s current financial situation, goals, and values.

  • Identification of one or two high-impact financial concerns.

2: BLUEPRINT Delivery

MEETING

You'll receive your custom-built Quick Start Blueprint and we'll start moving you closer to your goals.

  • 60 minute meeting, virtual or in-person if local.

  • Delivery of recommendations, action items, and prioritized to-do list.

  • Review of expected outcomes.

4: ongoing communication

  • Unlimited email access for 1 month following Blueprint Delivery Meeting

  • Unlimited access to educational materials provided by Bull Moose Retirement Planning Co.

 

Price: $395

One half the total fee is payable once a second meeting is scheduled and the remainder is payable at the Blueprint delivery meeting.