For people starting out, those who need occasional help, or those who just want a second opinion.
How it Works
We can work together on a per-project basis, covering one or two topics, like planning for early retirement, navigating your equity compensation options, or reviewing your investment and distribution strategies.
We’ll build a financial plan that you can run with! You’ll still get the education and experience of a professional, but you get to be in charge of implementation.
What this looks like:
Let’s say you’re super busy, have some debt, have some kids, have some dreams, but aren’t ready to dive in the deep end yet. Maybe you’re a die-hard “Boglehead” and love to DIY.
We’ll meet and chat about what topics you want to tackle and identify the areas you’ll find the most value from working with Ahead Full.
We’ll chat about your “why’s” to identify your motivating goals and you’ll complete a quick questionnaire to capture the nitty-gritty data.
Together, we’ll explore what’s going on and build a strategy to get you on track. After you’ve had time to live in the plan, I’ll reach out to see how it’s working for you. Additionally, you’ll have the opportunity to reach out with questions as part of the engagement.
In just a short time together, we can drastically improve your progress towards financial goals!
Plan & Investment
HOURLY REVIEW OF AN EXISTING PLAN WE CREATED TOGETHER
ONE-TIME FINANCIAL PLAN
(you pick the topics and duration)
$250 PER HOUR
fIXED FEE BASED ON COMPLEXITY
Starts at $3,500