Foundation Plan $950 - $1,900 (5 to 10 Hours)


This is for those who are just getting started with financial planning and have 10 years or less in the workforce. A good deal of focus is spent on cash flow and budgeting strategies so you have the correct balance between paying off debt, retirement savings and future purchases. Proper insurance coverage, tax strategy and available investment options are also covered. A framework and plan for making financial decisions sets you on the right path financially.