Consider giving the gift of a strong financial foundation.
Contact us if you are interested providing this service to someone as a birthday or holiday gift.
I have never met anyone close to retirement, who didn’t say they would do things differently if they were younger.
Gamma Planning Essentials (GPE), which is about the price of a mid-quality gym membership, will help you create a solid foundation you won’t regret you had in your future years. GPE will help you determine what job offer you should accept, whether you are ready to buy that house, or help you navigate your work benefits, and much more!
Think of it as a six-month boot camp, where we address your concerns, and build structure for your future, on what you need to know, without a dissertation on things that don’t matter to you. Afterwards you can continue to receive support month-to-month, with real-time guidance as you need it, or you can cancel at any time.
Career Development Coaching
Big Ticket Item Financing Conversation
"Can I Afford It?" Conversation
Real-Time Financial Behavioral Coaching
Personal Balance Sheet and Net Worth Calculation
Dynamic Debt Repayment Plan
Referrals Where Appropriate
Analysis and Explanation of your Benefits Package
Annual Medical Enrollment Conversation
Comparison and Recommendation Of Employee Benefits for Married Couples
Insurance Needs Analysis
Reviews Or Recommendations For The Following Insurance Coverages:
-Small Business Insurance recommendation
Retirement Needs Analysis
Retirement Vehicle Recommendation
Traditional vs. Roth conversation
Discussion Of Impact Of Special Circumstances, Such As Windfalls
Tax Reduction/Management Techniques
Small Business Start-Up Entity Guidance
Small Business Retirement Plan Vehicle Recommendation
Strategies To Manage Your Assets During Temporary or Permanent Periods of Legal Incapacitation (Diminished Capacity, Alzheimer’s, Surgery, Etc.)
Estate Planning for Non-Traditional Relationships
Blended-Family Estate Planning Recommendations
Review and Recommendation On How To Best Title Property
Your input will assist me in gaining important insight into your current situation.
With that insight, I will be better prepared for our upcoming meeting.