Financial Guidance Session + Plan
STEP ONE
In-Person Session at your home.
This Financial Guidance Session looks at where to live – and how to pay for it. This is not the same as financial planning.
We may discuss:
- Selling
- Buying
- Renovating to stay
- Senior Living
- Accessory Dwelling Units
- Reverse mortgages
STEP TWO
You’ll receive a recap report, assessment, and professional resources will be recommended.
Financial Guidance Package
$
500
(two payments of $250)
-
2-hour Session at your home
-
Detailed Written Plan
-
Resource List
-
Optional: appointment accompaniment available for an additional fee.
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