Financial Planning
Foundations
- Budgeting
- Building an emergency fund
- Debt and credit management
- Insurance planning
- Online dashboard
- Annual planning meeting
Family CFO
- Everything from Foundations
- Employee benefit/401k review
- Investment planning
- Retirement planning
- Goal tracking
- Year-round financial coach
Dash on Demand
- Project based work:
- Retirement analysis
- Employee benefit selection
- College funding analysis
- Debt reduction strategies
- Insurance planning