Our Services

One-Time Review: The Financial Tune-Up

The Financial Tune-Up is an intensive financial planning session designed to "rev up" your personal finances. It includes one two-hour meeting, and e-mail and phone support for 30 days on topics discussed during our meeting. The Financial Tune-Up is an overview of your financial progress and not a comprehensive financial plan.

Frequently addressed topics include:

• Are my investments structured according to my goals, risk profile, time horizon, and tax situation? How are my investments doing?
• How can I reduce my investment costs?
• Am I saving enough to retire? What are the best retirement-savings vehicles for me?
• Do I have enough, and how can I make it last?
• How can I develop a spending plan to help me achieve my goals?
• What kind of tax strategies are right for me?

How the Financial Tune-Up Works

For a successful Tune-Up, you'll send the following investment information and documents at least 10 days prior to your scheduled meeting: a list of all assets and liabilities, recent copies of all your investment statements (including brokerage, bank, pension, and social security statement).

Prior to your meeting, we will review your information and prepare an outline of major points to address and preliminary recommendations.

The Financial Tune-Up Appointment

During this two-hour session we will discuss your three most critical questions, making sure your questions are fully answered. you will receive written recommendations that include the steps you need to take to implement those recommendations. An additional hour will be left open at the end of the appointment to discuss retainer options suitable to your situation if you are interested.

Implementation and Follow-Up

Proper implementation is crucial to achieving your financial goals. If we decide to continue working together, we will help you implement the recommendations. If the Tune-Up meets your objectives, you may call or e-mail us for 30 days following your appointment with questions you may have.

Are you ready to pursue working together?

Call us at 781-556-1038, or e-mail us. We'll schedule a short telephone meeting so that we can learn what you've done in the past; what you want to achieve in the future; and whether working together may be right for us.