Strengthening Your Roots

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Strengthen your roots: project planning

College Planning - Up to $1,000

  • Late stage (Freshman - Senior) college planning, seeking scholarships, estimating expected family contribution, assistance with FAFSA and asset utilization. Funding of education vehicles (i.e. 529 plans) and utilization recommendations.

Newlywed Package - $299

  • Discussions around combining finances, philosophy on money and debt, debt planning, budgeting, building an emergency fund, basic income protection planning, and goal (i.e. retirement, education, and large purchase) planning

College Graduate Package - $299

  • Discussions around budgeting, negotiating salary, employee benefits and education benefits, review of student loans and other debt, savings opportunities and large purchase planning.

Student Loan Analysis - $249 - $599

  • Analysis of student loan repayment options, such as income based repayment plans, refinancing, and loan forgiveness.

  • Potential preparation of the loan forgiveness application.

Second Opinion Reviews - up to $750

  • If you are a do-it-yourselfer, we would take a look at the plans you have crafted (or that have been crafted by another provider) and provide our observations. We will not generate a new financial plan for you, but will review the output you provided for feedback.

 
 

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