Quick Start Planning Sessions by uVest Advisory
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- 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
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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.