What's the difference between a 30-minute and 60-minute session?
A 30-minute session ($99) is ideal for straightforward financial questions and basic guidance, while a 60-minute session ($149) allows for deeper analysis of more complex financial situations requiring additional examination and discussion.
What types of questions are appropriate for a 30-minute session?
This session is perfect for people who have a quick question or two about their financial lives or are looking to discuss financial strategies with a CFP professional about the impact of certain financial decisions.
Suitable topics include:
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- Basic retirement planning questions
- Understanding investment options
- Emergency fund strategies
- Simple budgeting advice
- Insurance coverage questions
What scenarios are better suited for a 60-minute session?
Meet with a financial professional to dive deeper into a particular question or concern requiring additional analysis.
More complex topics such as:
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- Detailed retirement planning
- Estate planning considerations
- Investment portfolio analysis
- Business owner financial planning
- Real estate investment strategies
- Comprehensive debt reduction strategies
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