Quick Start Planning Sessions by uVest Advisory

 

                  • Get up to 3 of your most pressing questions answered
                  • 2 hour planning session (virtual or in person)
                  • Free document review
                  • Email recap with actionable step within 24 hours
                  • 2 weeks of email access
Start Quick Start Planning Process

 

Investing Questions

  • What kind of brokerage account should I open?
  • How much should I save?
  • Should I buy or rent a house?
  • What kind of investments should I make?

Debt Management Questions

  • What is the best student loan repayment option for me?
  • Should I refinance my house or car?
  • How do I manage my credit card debt?
  • Should I get a Home Equity Line or Credit or Debt Consolidation Loan?

Company Benefits Questions

  • How do I make changes to my 401(k)?
  • Am I taking full advantage of everything my company is offering?
  • How do my company stock options work?
  • Should I use my 401(k)'s Roth feature?

Quick Start Planning Sessions are priced at a flat $499 one time fee. If you sign up for Comprehenisve Financial Planning within 6 mos. of your Quick Start Planning Session, we will credit this amount towards your financial planning fees.