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Financial Tune-up
 
 

The "Financial Tune-up" is a two-and-a-half hour session with a Certified Financial Planner for a basic financial plan for a flat fee of $700.00. During this "Tune-up" session you will benefit by:

  • Personalized financial planning advice
  • Answers to financial questions that concern you most
  • Direction regarding saving/investment choices.

The Financial Tune-up is for people who:

  • Need impartial advice from someone who has no agenda
  • Who may not normally qualify to retain a Certified Financial Planner
  • Someone not interested in a long-term commitment but wants to make sure they are on-track.

Why a "Financial Tune-up"?

  1. Organize your financial life
  2. Manage and pay down debt
  3. Retirement plan check
  4. Review insurance coverage
  5. Portfolio Review

Download "The Financial Tune-Up" Post Card here (PDF).

For more information about a Financial Tune-up, please contact me at 770-451-1843.

© Copyright Debbie L. Montgomery, CFP. All Rights Reserved. For a free consultation, please contact Debbie in Atlanta.

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Registered to offer securities in CO, FL, and GA. Registered to offer advisory services in FL, GA and NJ. Holds series 7, 63 and 65 licenses.

Securities offered through Resources Horizons Group, L.L.C. Member FINRA, SIPC
Advisory services offered through Resource Horizons Investment Advisory
1350 Church Street Ext. NE, 3rd Floor, Marietta, GA 30060 (770) 319-1970

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