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Power Hour Consultation

1-Hour meeting for those who need a limited amount of advice in as quick of a setting as possible.

How it Works

Before Your Power Hour,

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Fill out a financial profile online

so we can have a detailed picture of your financial situation as we advise you in our meeting. You’ll also fill out a Prep Worksheet to describe the 3 main topics/questions you want to receive valuable and impactful financial advice on.

During Your Power Hour,

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Receive actionable, valuable financial advice.

In a 60-minute Zoom meeting, we will fit in as much advice, teaching, and strategy around your requested topics as we can.

After Your Power Hour,

Get a detailed summary report and video recap

with links to additional resources to learn more about the advice we gave you, so you can take action effectively.

 
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After your Power Hour, consider upgrading to a Financial Plan.

You can credit the cost of your Power Hour Consultation toward a Financial Plan if you upgrade within 90 days.

Common Questions for Power Hour Consultations:

  • Clarifying and Prioritizing Goals

    What should be my number #1 financial priority right now? Should I pay off debt or save first? Are my goals realistic?

  • Cash Flow, Spending, and Saving

    How can I set up and follow a budget? What am I spending too much on? How can I save more? How can I make money management easier?

  • Debt

    What’s my pay-off strategy? How long will it take me to get out of debt? How can I refinance to lower payments and save interest?

  • Student Loans

    Should I refinance or pay off my loans under the standard 10-year plan? Should I apply for an Income-Driven Repayment (IDR) plan? Am I eligible for any forgiveness programs? How can I lower my student loan payment burden?

  • Credit

    How can I fix my credit? What can I do to improve and maintain my credit score?

  • Investments

    What am I invested in inside my 401(k)? Am I paying too much in investment fees? Am I diversified enough? How can I rollover my old 401(k)? How should I invest for retirement vs. a house purchase? Where can I open an IRA or Roth IRA, and which should I contribute to?

  • Retirement

    Am I on track for retirement? How can I retire early? Should I plan on Social Security? How can I plan for Medicare and health coverage in the best way possible?

  • Taxes

    Am I paying too much in taxes? What strategies would reduce my tax burden?

  • Insurance

    Do I need life insurance - if so, what kind and how much? Do I need to buy disability insurance? How adequate is my coverage on my homeowners/renters policies, or my auto insurance? Am I enrolled in the best health insurance plan?

  • Estate Planning

    What decisions do I need to make for my will, healthcare directives, and power of attorney? Where can I go to get my legal documents drafted?

Ready to book your Free Intro Call?