Select the topic(s) that you would like to discuss with a fiduciary financial advisor. This will make the building blocks for your customized package.
Cash Flow Analysis (Budgeting)Inheritance / BonusIncome Tax Planning (Income over $120K/yr)IRA Tax Optimization / Backdoor Conversion
Joint / Combining FinancesRent vs. Buy AnalysisNew Baby / Child / College PlanningDivorced / Widowed
401(k) Review / ConsolidationMulti-income (Freelancing) AdviceWorkplace Benefits Review
Student LoansSmall Business FinanceBuying a Home
Investments ReviewEstate Planning ReviewCompany Stock Options and Compensation (Value >$25k)Insurance Review (Life, Disability and Long Term Care Insurance)
© 2021 My Financial Counsel
This price range is based several factors including the complexity of your finances. Your financial advisor will determine the final amount after your free discovery call.
Please enter your email address to get your free Excel spreadsheet.
Enter your email address to get your free interview checklist.
Please enter your email address to get your free advisor interview PDF.