Financial Quick Check
The Financial Quick Check includes:
What should I know about my finances before I buy a house/car/have a baby/retire?
How much should I set aside in an emergency fund vs. saving for other goals like a house or my kids' college fund?
Can you help me create a budget? How much should I be spending vs. saving?
How much do I need to retire? Am I on the right track to retire at ____ (age)?
What steps can I take to improve my credit and which loan/credit card/line of credit option is best for me?
How do I start a Roth IRA and where should I set up the account?
How do I choose the right investment mix?
How much and which kind of life insurance should we have if we just had a baby?
- A 30 minute initial consultation call to discuss your goals, and how the planning process will work.
- A 60 minute planning meeting via Skype or JoinMe that includes a discussion of your top 2 - 3 personal financial goals or concerns. Questions/topics often include:
What should I know about my finances before I buy a house/car/have a baby/retire?
How much should I set aside in an emergency fund vs. saving for other goals like a house or my kids' college fund?
Can you help me create a budget? How much should I be spending vs. saving?
How much do I need to retire? Am I on the right track to retire at ____ (age)?
What steps can I take to improve my credit and which loan/credit card/line of credit option is best for me?
How do I start a Roth IRA and where should I set up the account?
How do I choose the right investment mix?
How much and which kind of life insurance should we have if we just had a baby?
- A follow-up email with recommendations within 72 hours so that you can take action right away.
- A 30 minute follow-up call in 90 days, to ensure you're on track to meet your short term goals.
Need a more comprehensive financial analysis? See how Brio can help with extensive financial planning services, or get answers to the most common FAQs about financial planning.