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 Schedule
your appointment
Click on the adjacent logo to schedule your financial-planning
appointment. |
Four Ponds Financial Planning LLC offers the Financial Checkup
session for clients who seek professional advice but are not yet
ready for a more detailed financial-planning engagement. The Financial
Checkup relies on efficient use of online technology to help determine
whether you are on track to achieve your goals. Email david@FourPondsFinancial.com
to schedule your session.
- What it is
It's a single, 2-hour meeting that focuses on one or two financial
issues. A short summary of recommendations will be sent to you
after the meeting.
- What it's not
It's not a detailed financial review and will not result in a
comprehensive financial plan. It is most appropriate for clients
with fairly simple financial circumstances.
- Cost: $540
This price is based on a total, estimated engagement time
of three hours: two hours for the meeting and one hour for planner
time before and after the meeting. Payment is due in full at the
time of the meeting. Clients may pay using the secure
PayPal system.
- Discussion topics
Potential topics for discussion include 401(k) investment choices,
college savings strategies, debt management and basic retirement
forecasting.
- In person or online
The Financial Checkup session can be conducted in person at
our offices in Falmouth and Mansfield, Mass., or via an online
session that utilizes the latest in web conferencing technology,
including video, audio, instant messaging and telephone conference
calls.
- Written recommendations plus a report
A summary of recommendations and a detailed financial planning
report will be sent to you in PDF format within 48 hours of your
checkup session. Email and telephone support will be available
for 15 days after the session to answer questions and offer advice
on implementing the recommendations.
- Credit toward future engagements
Financial Checkup clients who re-engage the firm within three
months of their original session will receive a 50-percent credit
toward the cost of other services offered by Four Ponds Financial
Planning LLC. Clients who re-engage within three to six months
will receive a 25-percent credit.
Other Four Ponds Financial Planning services
Visit our Services
and Fees
pages for information on the other options available from Four
Ponds Financial Planning LLC. These include the Retirement Roadmap,
Portfolio Makeover, Small Business Retirement Planning and Investment
Management.
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