INTRODUCING A 2-HOUR FINANCIAL CHECKUP FOR $ 499 !
• Have just one or two financial planning issues?
• Need fast, accurate information?
Our 2-hour financial checkup is ideal for those who wish to avoid the conflicts inherent in commission-based planning and do not want the expense of a complete written plan. For two hours you control the agenda. We will go over your investment planning, retirement planning, debt management/ cash flow issues, or other issues of your choosing. Of course, we cannot prepare an elaborate written financial plan in two hours and we can’t go into more than one or two topics, but if your concerns are of limited scope, our financial checkup may be exactly right for you. Here are some examples of questions we can answer at Dogwood Financial Planning:
• Am I on track for retirement?
• How much should I be saving?
• Are my investments right for me?
• How can I turn my debt situation around?
Call today to learn more about how we can help meet your financial goals.
