We can’t help with one thing without knowing everything.
And that’s why all of our new members start with the financial planning process.
Your financial plan is the roadmap to your financial future. It tells us the route to take, detours to consider and approximately what time we’ll arrive.
We can’t tell you which way to turn in Albuquerque if we don’t know your final destination.
Set up fee - $1,000
Your set up includes both of your 90 minute financial planning appointments.
You will recieve a comprehensive financial plan complete with financial projections and a 12-month actionable road map.
You’ll also recieve access to your own Financial Zen website which is the hub for your financial life. It includes tools to:
Monitor your spending
View investment performance
Store your sensitive financial documents (insurance policies, estate plan, etc.)
Interactive financial planning reports
Track towards your financial goals
You now have your workout and diet plan. Now the hard work begins.