$250.00 monthly or included with managed assets of $500,000+
- Financial goal setting
- Budget review (spending by category, spending history, establish a budget)
- Cash Flow Planning (2) - What's the maximum I can put into investments each month while meeting my current obligations?
- IRA/Roth IRA/Backdoor Roth IRA contribution
- Employer Retirement Plan (401k, Roth 401k, After-Tax, SEP IRA, 403b)
- Employee benefit elections and evaluation of supplemental coverage