The Financial Checkup
Four Ponds Financial Planning LLC offers the Financial Checkup session for clients who seek professional advice but are not yet ready for a more detailed financial-planning engagement. The Financial Checkup relies on efficient use of online technology to help determine whether you are on track to achieve your goals. Email David to schedule your session.
- What it is
It’s a single, 2-hour meeting that focuses on one or two financial issues. A short summary of recommendations will be sent to you after the meeting.
- What it’s not
It’s not a detailed financial review and will not result in a comprehensive financial plan. It is most appropriate for clients with fairly simple financial circumstances.
- Cost: $700
This price is based on a total, estimated engagement time of three and a half hours: two hours for the meeting and one and a half hours for planner time before and after the meeting. Payment is due in full at the time of the meeting. Clients may pay using the secure PayPal system.
- Discussion topics
Potential topics for discussion include 401(k) investment choices, college savings strategies, debt management and basic retirement forecasting.
- In person or online
The Financial Checkup session can be conducted in person at our offices in Falmouth, Hingham and Mansfield, Mass., or via an online session that utilizes the latest in web conferencing technology, including video, audio, instant messaging and telephone conference calls.
- Written recommendations
A summary of recommendations and will be sent to you in PDF format within 48 hours of your checkup session. Email and telephone support will be available for 15 days after the session to answer questions and offer advice on implementing the recommendations.
- Credit toward future engagements
Financial Checkup clients who re-engage the firm within three months of their original session will receive a 50-percent credit toward the cost of other services offered by Four Ponds Financial Planning LLC. Clients who re-engage within three to six months will receive a 25-percent credit.
Other Four Ponds Financial Planning services
Visit our Services and Fees pages for information on the other options available from Four Ponds Financial Planning LLC. These include the Retirement Roadmap, Portfolio Makeover, Small Business Retirement Planning and Investment Management.