Initial Financial Review

Whether you are just starting your career or expect to retire in a few years, it is important to have a clear picture of your current financial situation. During this 2-hour interactive session we will review your retirement savings, investment asset allocation, debt and expenses relative to your income and will determine whether you are on track to reach your goals. You will leave with a prioritized list of actions to take—-a simple task list—to address any specific financial issue or weakness in your overall financial situation.

Cost: $425 You will receive a form listing the statements & documents to either upload to the Monterey Associates secure web vault or to bring with you to the session. The Initial Review fee will be applied to the cost of a comprehensive financial plan if further planning work is warranted and requested.