Can I just get some answers?

Sometimes you may have questions, but no interest in going through the comprehensive financial planning process. In order to meet your needs we have developed a 2 hour tune up, during which we review your concerns and propose a couple of possible solutions to help you decide on an action plan. Although there is no written report, we will include up to 2 follow up telephone calls. There is no further obligation; future meetings and updates are entirely up to you.