Financial Planning Packages

Most people simply don't have the time or desire to design a plan to reach their financial goals. My job is to clarify what your goals are, draw up a strategy to help you attain them, and monitor your plan through completion. The following are the types of investing and financial planning services I provide. 

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Cost: $50 an hour

Modular Financial Planning Projects

The first area we need to examine is risk management. I've seen many individuals attempt to achieve financial success without paying close attention to this area. That's a mistake. Even before we implement an investment strategy. Next, we'll discuss how effective cash management is really just knowing how much of your money is available to spend. Only after the protection and cash management areas have been addressed do we focus on your investments. If you have held away investments, like a 401(k), we'll review the performance so that we're up to date. Included in this option is debt consolidation to help you structurally pay down your debt. You will find our bi-monthly newsletter to be current and relatable.

The Modular Financial Planning Projects include four-30 minute meetings at a minimum. During those meetings we'll identify and define your goals, gather some data, agree on a strategy to attain your goals, implement the strategy and monitor it to completion. Throughout this process I'll be available for when questions arise through a host of communication channels. 

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Cost: 1% 

Ongoing

Investment Benefit Rider

The Investment Benefit is in addition to the Modular Financial Projects. It's meant for busy professionals who want investment guidance.  At True Temper Financial, we know that there is no "one size fits all," for investments. We tailor a plan that is specific to your risk profile and you have access to your investments 24 hours a day. We provide investment services and education to those who's financial situation qualifies them for it. There is no investment minimum.