Intermediate Service - "The Growth Phase" : 2 hours phone call +/- zoom call

$149.00

Best for: Families, mid-career professionals, and "HENRYs" (High Earners, Not Rich Yet) dealing with competing goals (mortgage, kids’ college, retirement).

Sub-header: You’ve worked hard to earn it. Now, let’s make sure you keep it. We help you balance today’s lifestyle with tomorrow’s retirement.
Key Features:
- The Goal-Balancer: Detailed strategies for funding college and retirement simultaneously.
- Tax-Smart Investing: Strategies to minimize what you owe the IRS every April.
- Risk Guard: A full review of your insurance and "What If" scenarios to protect your family.

Quantity:

Best for: Families, mid-career professionals, and "HENRYs" (High Earners, Not Rich Yet) dealing with competing goals (mortgage, kids’ college, retirement).

Sub-header: You’ve worked hard to earn it. Now, let’s make sure you keep it. We help you balance today’s lifestyle with tomorrow’s retirement.
Key Features:
- The Goal-Balancer: Detailed strategies for funding college and retirement simultaneously.
- Tax-Smart Investing: Strategies to minimize what you owe the IRS every April.
- Risk Guard: A full review of your insurance and "What If" scenarios to protect your family.