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.