Financial Fitness Review

“Our Most Affordable Plan”

Financial Fitness Reviews

Our most affordable and preliminary plan, the Financial Fitness Review is fitting for clients who are just starting out or may need a second opinion. After having a fair picture of your goals and other crucial aspects of your finances, we provide you with a list of recommendations; these financial planning tips and suggestions can be implemented by you or your adviser.

The financial planning process can be daunting and tiresome. Setting up an integrated investment strategy that accounts for various facets of your financial realm, requires considerable time, experience, and a thorough understanding of your situation.The Financial Fitness Review retainer can be of value for those looking to test the waters and acquaint themselves with our financial and investment planning services.

What’s in it for you

This retainer includes two hours of financial planning, covering as many topics as you wish as time permits. You will receive a list of recommendations ready for implementation by you or your advisor. Included are two follow up phone conferences to discuss implementation and cover associated issues and questions.

Duration: 2 Hours plus follow up


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